Star Consultants Help Hub

Link to release notes.

Archive of release notes.

Enables users to post cash receipts, individually or in batches, manage allocations, post nominal adjustments and approve batches.

Used to raise bills for any active client in the database.

Provides all information required for Credit Control in a single tabbed display.

Provides all information required to set up the Credit Control module.

A browser-based Business Intelligence (BI) reporting tool giving easy access to data.

Provides all information required to set up the Dashboard module.

Set up and manage data that underpins different facets of functionality in the various Star PM modules.

Due Dates can be used to manage any defined activity relating to staff members, such as task completion dates.

Provides all information required to set up the Due Dates module.

Enables budgets to be defined and maintained for Staff or Staff Types at the Charge Account level within each Stage of a Job.

Provides all information on configuring the launcher.

Allows users to update large numbers of Client (Partners and Managers) and Job (Partners and Managers) records.

Opportunity Tracking allows users to record business opportunities from the moment they are first identified, and to track those opportunities as they become new clients or new services for existing clients.

Enables relevant jobs to be flagged as available for Self-Scheduling. Includes My Scheduled work, Planners Wallchart and Job Rollover modules.

Provides all information on configuring the Self-Scheduling modules.

How to manage the Scheduling module.

Record time spent on both chargeable and non-chargeable work, and any related expenses.

User Defined Forms are used for data maintenance in relation to Client, Job, Staff, and Contact.