IMMIGO UPDATE – Document Versioning

We are happy to announce that we have made a small enhancement to Immigo.

Document Versioning is now available on documents in the Relationship tabs for both Companies and Suppliers in Immigo (previously it was available only on Applicant and Company Supporting Documents).

Examples of documents we may have in the Relationship tab of the Company or Supplier for which Document Versioning would be useful are:

  • Supplier or client fee schedules which are reviewed annually
  • Contracts that need to be renewed periodically
  • Review documents or data for either a client account review or a supplier performance review

(Tip: Use the Notifications feature to set a Task notification for when these documents need to be reviewed)

Here’s how to use Document Versioning.  It works exactly the same way on the Relationship tab as it does for Applicant and Company Supporting Documents, so you should be familiar with it already, but as a reminder:

  1. Go to the Relationship tab of the Company or Supplier and click “Edit” in the version column;
  2. Once you’ve clicked edit, a new window will appear showing you all previous versions of the document and allowing you to “create new version”;
  3. Click “Create New Version” and a new document ID will appear; you can edit the name, description, date received and expiry date and can upload a new file;
  4. Clicking “Back to Company” or “Back to Supplier” (or, on the Applicant tab, “Back to Applicant”) will take you back to the Company (or Supplier or Applicant) profile where you will see your document with the most recent version showing as available to click on to download.
  5. To look at previous versions, just go back to Step 1 – click Edit in the Version column.

Have fun and let us know if you have questions!

 

IMMIGO UPDATE – Rate Cards

We are happy to advise the introduction of Rate Cards to Immigo!

Rate Cards allow you to create and edit a group of professional fees that can be linked to multiple billing companies, with the additional ability to apply discounts or increases on a per-company basis.

To use Rate Cards, follow these steps:

  1. Go to the Fees section and click “Edit Rate Cards”;
  2. Within the Edit Rate Card screen, click “+New Rate Card” in the top right corner;
  3. Give your new Rate Card a name and a description. This is for internal use. (e.g. “Rate Card A, for high volume clients”, or “Standard Rate Card 2017”);
  4. Now go to the Fees section and identify or create the specific fee line items you wish to add to your Rate Card;
  5. Open each Fee item and in the Rate Card drop down menu, select the Rate Card you wish that Fee to be associated with;
  6. Now, go to the Companies section and identify or create the specific billing Companies you wish to be on that Rate Card plan;
  7. Open each Billing Company and, in the Fees tab, select the Rate Card you wish to apply to that Company;
  8. Note that you can also apply a multiplier – either a discount or an increase – per Billing Company.  For example, entering 0.9 in the multiplier field will result in the Rate Card fees for this Company being discounted by 10% (= x0.9);
  9. Fees listed on the Rate Card will now be available to select on Cases billing to that Company.

We hope you find this upgrade useful!  And remember, if you ever need any help, with this or anything else in Immigo, please call or email us – please keep the ideas and feedback coming!

 

IMMIGO – LATEST UPDATES

We are happy to inform you of some exciting new updates to Immigo!

SPANISH LANGUAGE

If your browser is set to Spanish, Immigo (and the client User Portal) will now appear in the Spanish language.  This is to facilitate use of the client User Portal by Spanish speaking client contacts and applicants.

USER PERMISSIONS

Immigo now gives you the ability to grant specific permissions to primary users.  This allows you to limit what data users can see and access within the system, and to create client account teams with access to only the clients and cases they need.  Access levels are as follows:

  1. Super User: This allows the Consultant to update all objects in the account e.g. Companies, Cases, Applicants and Users.
  2. Administrator: a Super User with the additional ability to set the roles of all Consultants in the account.
  3. Manager: has access only to the Companies (s)he is a Company Consultant for (listed within the Company).  Can update any Case, Applicant and User where all Companies involved are under his/her management.  Note that managers can see all the companies/cases/applicants listed but cannot open those to which they do not have access.
  4. Case Only Consultant: has access only to the Companies they are Company Consultants for.  Can edit only those Cases (s)he is listed as a Case Consultant on, as well as Applicants and Users related to those Cases.  Note that case only consultants can see all the companies/cases/applicants listed but cannot open those to which they do not have access.
  5. Staff User: can edit any Company, Case or Applicant in the account, but will have no access to confidential data, such as an Applicant’s personal documents, work and travel history, and other sensitive information (these tabs are completely hidden from the User).
  6. Inactive: Once a Consultant has been rendered Inactive, (s)he will no longer be able to log in to Immigo, and will be removed from all Cases and Companies (s)he is working on.

 

By default, every user is identified as a Super User, which is equivalent to the previous ‘Consultant’ role.  Please get in touch with your usual Peregrine contact if you wish to designate an Administrator who can set the permission levels of all of your Immigo users.

CONSULTANT DEPARTMENT

In addition to the Permission Levels we have also introduced a Consultant Department function to identify a user as belonging to a particular department and thus to allow for easier reporting of activity in the system.

COMPANY MODULE

  • New field: “Short Name” for use where a company has a nickname (for instance, “Australian National University” short name would be “ANU”).
  • New Billing Address field: Where a company requests invoices to be sent to another of their locations, you may specify this under Billing Address.  Please Ensure this other location is not a different legal entity, it must simply be a different office location to the Registered Address.
  • Relationship tab: In addition to recording the Relationship Manager, you may add other Consultants who work on that Account.

APPLICANT MODULE

  • Filter: You may filter Applicants by Consultant (this will return applicants where you were the consultant on their open/closed cases).
  • Sort function: You may sort the Applicant homepage via Immigration Status expiry date.

These filter and sort functions will allow you to quickly identify those applicants with open cases that have upcoming expiry dates.

  • Field: Applicant Tax Number (eg. TFN for Australia, RFC for Mexico etc).

CASE MODULE

  • Customisable Cases Library homepage: There is a new “CUSTOMISE” button at the top of your Cases Library homepage which will allow you to select and deselect columns for your case homepage.  You may also reorder these columns by dragging and dropping them around (similar to how the Report Field behaviour works).
  • Extra columns: We have added two extra columns for “Total Invoiced” and “Total Uninvoiced”.
  • Case Leader:  You can now only list one case leader on a case (but can still list more than one consultant).
  • Company contacts: You can change the company contact who will receive the invoice for that particular case by selecting/deselecting the “Receives Invoices” tickbox.  This will not change the selection at the Company Record level.
  • Billing address: Ability to select the billing address from any address pre-listed in the Company Record.
  • Emailing invoice: This is a big one! Immigo can now send your generated invoices (and credit notes) to the invoice contact from Immigo.

REPORT MODULE

  • Homepage filter: You may filter the reports by Report Type, Owner or Last edited.
  • Cloning reports: When creating a new report, you can choose to clone from an existing report which will apply all filters and fields from a pre-created report.
  • Consultants tab: Ability to assign a consultant as ‘Report Owner’ if you’re creating the report on behalf of someone else. Can then be used to filter homepage.
  • Case/Invoice/Fee/Consultant Filter:  Consultant Department.
  • Company/Case field: Company VAT Number and Company Short Name.
  • Applicant/Case field: Applicant Tax Number.

QUESTIONNAIRES MODULE

  • Choice case notes: Case note questions can now be a dropdown selection based on pre-loaded options.

 

We hope you find this upgrade useful!  And remember, if you ever need any help, with this or anything else in Immigo, please call or email us – please keep the ideas and feedback coming!

 

Immigo – New Case Log Download Feature

We are delighted to inform you of some exciting new features in Immigo!

CASE LOG DOWNLOAD

This special feature allows you to download a chronologically ordered PDF file of a case; pulling together case notes, process steps, uploaded documents and Outlook linked emails into a chronological timeline.  You may find this log download useful for auditing, case management and escalation purposes.

To use this feature, simply click on the new “Download Case Log” button at the top of the case next to the Edit and Save buttons.  You can also include other sections of the case including Assignment Details, Invoicing etc (see options below).

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SEARCH PARAMETER ENHANCEMENTS

  • Invoice Number (Case module)
  • Dependent first and surname (Case and Applicant modules)
  • Company Contact first and surname (Company and Case modules)

 

We hope you find this upgrade useful!  And remember, if you ever need any help, with this or anything else in Immigo, please call or email us – please keep the ideas and feedback coming!

 

Immigo – New Features

Team Peregrine are happy to advise that we have released some updates to the reporting capabilities in Immigo, as follows:

CASE REPORTS

  • Filter by: Invoiced/Un-invoiced status;
  • Filter by: applicant status (active/inactive);
  • Timing – filter by: Date application submitted/case completed/case closed;
  • New field: Immigration status and expiry date (pulls from Applicant Record);
  • New fields: Dates for application submitted/case completed/case closed;
  • Field: Target entry date.

FEE and INVOICE REPORTS

  • Timing – filter by: Date application submitted/case completed/case closed;
  • New fields: Dates for application submitted/case completed/case closed;
  • New field: Sending Company.

ISSUED DOCUMENT REPORTS 

  • Filter by: Consultant;
  • New field: Relationship Manager;
  • New field: Occupation Code.

We hope you find this upgrade useful!  And remember – if you ever need any help, with this or anything else in Immigo, please call or email us – we are always pleased to hear from you.

 

Immigo – New Features

We have some very exciting Immigo enhancements being launched this weekend:

OCCUPATION CODES

In the Assignment Details tab of a case, the Occupation Code field now offers auto-complete and is a reportable field (in case reports).  We have pre-populated the Immigo database with occupational codes for Australia (ANZSCO) and the UK (SOC), so if you start to enter a code or an occupational description for case to one of those countries, you’ll see that the field auto-completes (see screenshot below).

If you have other countries you would like to use this auto-complete data field for, please let us know and we will be glad to build this.

INVOICE TEMPLATE TYPES

Quotation/Purchase Order Request and Draft Invoice templates are now available.

REMITTANCES

Changes have been made to the Deposits section on the Fees tab.  This has been changed to Remittances to allow you to record payments received against an issued invoice (rather than just a deposit to be applied to the next invoice – which is what it used to be).

Remittances received will also be listed in a table with the invoice numbers they’re applied against.  Remittances where you select “Apply to Next Invoice” will be automatically allocated to the next invoice you generate.

INVOICE REPORTS

Immigo now offers Invoice Reports, which can be used to look at invoices raised (within a certain period) and payments received against those invoices.  These reports can help you analyse:

  • Which companies have outstanding debts;
  • How much consultants have billed in a given period;
  • How many credit notes have been raised for a particular client(s), for cases handled by a particular consultant(s) or in a particular period.

CLIENT PORTAL ACCESS PERMISSION

We have added a new permission level to client/user Immigo access allowing access to certain information only via Reports.  Effectively, this means clients and users with this access level can see certain applicant/case data only if it presents on a report the client has access to (including expiry dates kept on closed cases).

We hope you find these small upgrades useful!  And remember – if you ever need any help, with this or anything else in Immigo, please call or email us – we are always pleased to hear from you.

 

IMMIGO – Browser Tabs Enhancement

Just a quick note to let you know about a small enhancement to Immigo.  We now show extra details in the browser tab.  For Cases, this means the Case number and Applicant name (so you can tell which of your browser tabs is which case).  Likewise, additional detail is shown on tabs for Companies, Fees, Suppliers, Reports and Questionnaires.

We hope you like this small change, and please feel free to tell us what you’d like to see next!