DUE DATE MANAGER 

The KSI Due Date Manager system keeps track of the workload and associated deadlines for each client. Avoid missing important due dates by automatically scheduling each task.

The Staff Scheduling module allows each task to be scheduled to the actual employees who will perform the work, with the associated dates and estimated time required to complete the task.

Features:

• Client Data Base. Maintain client profile including fiscal year, type of business, structure, SIC code, contact name and unlimited notes.
• User-defined Tasks. Each task is assigned a responsible employee, due date, extension due date, frequency and applicable client structure. Due dates can be specific dates or based on the client's fiscal year.
• Automatic Scheduling. Tasks can be automatically assigned and scheduled according to the applicable client structure. Unlimited notes may be entered for each scheduled task.
• Rescheduling. Tasks can be either automatically or manually rescheduled.
• Staff Scheduling Module is available and tracks each employee who will work on a specific task. The employees are scheduled by task, date and the estimated time required to complete the task.
• Can be used alone or in conjunction with the KSI Practice Management System.

Reports Include:

• Client Lists and Mailing Labels
• Employee Lists
• Task Lists
• Due Date Reports
• Employee Schedules - Available with Staff Scheduling
• Client Schedules - Available with Staff Scheduling

Kennedy Systems, Inc. 3455 Peachtree Ind. Blvd. Suite 305-305 Duluth, GA 30096 Phone: (770) 446-0080 Fax: (770) 495-8198 Email: sales@kennedysystems.com