November 2005 www.quaysoftware.co.uk
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We have received good feedback from our customer care reviews, with many clients requesting an early review to see a preview of the features in the coming new release. If you have not arranged an appointment yet and would like to book a review, please email russell.smith@quaysoftware.co.uk

Our standard and bespoke training courses are in high demand. Please see below for our featured course of the month “Commission & Fees”.

Our “Did you know” section this month features creating Invoices.

The latest Quay Software “Useful Contacts” list is also included this month.

This update focuses on Training available and how to request the coming 3.3 version of the Client Care Desktop.

  
 

As each business is unique it’s important to get the most from the system and tailor training to your specific requirements.
 


As each business is unique it’s important to get the most from the system and tailor training to your specific requirements.

Perhaps you would like to create a completely bespoke training programme or see how effectively you work with Client Care Desktop?

Our range of standard courses are a great starting point however you can Pick & Mix from these to create your own agenda. You can choose the best delivery method to suit your needs and budget, be this on-line, at our offices or at your own premises or venue.

Details of our courses and agenda’s can be found on our website. Click here to find out more.

To discuss your requirements:

Please contact training department on 01279 756 086

Or email training@quaysoftware.co.uk


A vital part of any company’s accounts is to effectively record, reconcile and report on commissions and fees. To ensure that your staff have the ability to use Client Care Desktop (CCD) efficiently, why not complete one of our focused commissions and fees training sessions.

This course can be delivered to you either on-line, at our offices or at your premises or venue.

Details of the courses can be found on our website. Click here to find out more.

Our In house course dates are as follows:

Course Date

Monday 19th December 2005
Tuesday 10th January 2006
Friday 3rd February 2006		 Full
Spaces available
Spaces available

If you prefer to have an on-line or private course then please contact the training department on 01279 756 086 or email training@quaysoftware.co.uk

Details of our standard sessions can be found on our website. Click here to find out more.
 


We are now in the final stages of preparing the next release of the Client Care Desktop. The actual release date will be published on our Latest News section of the website and will also be detailed in the next monthly email update.

The Latest News section of the website can be flagged to open automatically within the CCD by navigating from the front Manager screen to SETUP > STAFF LIST and select the relevant staff member. Click on the SETTINGS tab and put a cross in the box “Display latest Quay Software news on opening the system”.

If you wish to receive a copy of the new version once released, you can pre-order a copy by sending an email to upgrades@quaysoftware.co.uk. The new release will be rolled out in a controlled manner, to ensure that we maintain our high level of support to you. When released, your pack will contain instructions for installing the cd along with a list of the modifications made since version 3.2. A full list of all the modifications of each release is available from the downloads section of our website

Should you have any questions please email: customercare@quaysoftware.co.uk

  

 

Easy access to Fund Data

You now have the ability to see a full listing of the funds available from Financial Express.

Life and pension, unit trusts, OEICS and offshore funds are all listed. Also, you have the flexibility to view fund managers alphabetically or select the specific fund manager you are looking for.

The fund list is available via the link below

Click here to see Quay fund listings


CCD has the ability to produce branded Invoices, which can be forwarded to your clients with ease. These will have your company logo on, as well as whom you need the cheque made payable to and a remittance slip, which can be returned with your client’s cheques for ease of record keeping.

To produce an Invoice

Having found the relevant Client from the left-hand side options click on ‘Account’ followed by the ‘Fees’ tab. You will find yourself in the ‘Invoices due’ section and down the bottom right-hand side you have the option to ‘Create new client invoice’. Click on this request. You will need to complete the details of this invoice i.e. why are you charging this client and how much. Once you have completed these options visit the ‘splits’ tab and at the bottom right of your screen you can ‘Create a printable invoice’.

Your invoice will not only be branded for you but ensures that CCD has a complete list of all invoices sent to your client(s) and what has and hasn’t been paid.

If you are getting efficient for regular fees you can also produce a pre-populated standing order or direct debit mandate, also available from your clients ‘account’ and ‘fees’ section.

If you find that either your logo or cheque payee details have not carried across correctly then revisit the ‘setup’ of your system and check that in ‘User info’ you have completed all regular boxes.
     
Who do I contact at Quay?

We are always keen to hear your thoughts and comments as to how we can make our service to you better. Additionally, we want to ensure that we keep you up to date with the latest news from Quay, such as new features within CCD, upgrades to new versions and general key issues.

Click here for contact list


Insight to Quay Personnel...

Each month we are going to profile a member of our staff to enable you to get to know our team at Quay.

Please click here to view this month's profile.
     
 

Quay Software Solutions Ltd
Thorley Wash Business Centre
Thorley Wash, Bishop's Stortford, Hertfordshire, CM23 4AT

Tel: 01279 756 060
Fax: 01279 659 748
Web: www.quaysoftware.co.uk

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