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 Latest Feature Updates

We’re pleased to say we have a few new enhancements to Immigo which you will see today/tomorrow; as follows:

Less Easy to Delete Stuff By Mistake

  • You now can’t delete Applicants or Cases directly from the Applicant or Case “library”; only from the profile pages (i.e. you have to open the Applicant or Case first).
  • You can’t delete an Applicant if he or she has any Cases.

Changes to the Case Module for Easier User Interface and Reporting

  • Case Status is now on the Process tab
  • There is a new Case Status available of Closed Enquiry

Company Edits for Easier User Interface

  • Bills To on the Company profile has been moved to underneath “Is billing office”.

Notifications and Reports

  • Company Notifications (and Reports) now have an “is billing office” filter.
  • In Fee Reports you can report on Sending Company and Host Company
  • In Fee Reports you can filter and report on Case Tags
  • There are notification events on Cases for Credits Added and Invoice Generated.

As always, let us know if you have any questions or suggestions for further improvements!  We are always pleased to hear from you 🙂

Immigo – New Report Filter and Notification Triggers

We’ve just added some extra capabilities to Immigo’s notifications and reports features.

Notifications

There are now two new events which can trigger notifications in Immigo:

  • Deposit Added – A case notification can now be triggered when a deposit is added to the fees section on a case.  This means, for example, that the accounting administrator in a firm can automatically notify consultants on a case that the deposit has been received and work can commence;
  • New Company Created – a company notification can now be triggered when a consultant adds a new client company to the system.  This might be handy, for example, if managers would like to review and quality control new company data added to Immigo.

Reports

You can now filter reports by multiple consultants, rather than just by a single consultant at a time.  You might want to use this if reviewing caseload for a team of your consultants rather than an individual, or for a particular attorney/paralegal combination.

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 New Feature – Tags

We are delighted to announce yet another new feature in Immigo – Tags!

You can use Tags to create customised Report headings and filters in your Cases, Companies, Applicants and Suppliers. 

You’ll find Tags in the Notes sections, where you’ll see a new button called “+Edit Tags”.  You can use this button to create a Tag for any Note, which will then become a custom filter (so you can filter your view of Cases/Companies/Applicants/Suppliers by that Tag) and also a reportable field for use in the Reports section.  Once you’ve created a Tag, you can use the same one multiple times: all the Tags you’ve created will be available in an alphabetised list.

For example, perhaps you’re hosting a client event and want to be able to record and track which of your clients (Companies) have responded to the invitation – you could create a Tag (“RSVP to Event”), create a note in each relevant Company profile commenting on whether they have responded to the invitation or not, and Tag that note with your “RSVP to Event” Tag.  You’ll then be able to filter the Company view so you can see at a glance which Companies have responded, and you’ll also be able to run a Report which will contain the date of the response, and your notes about it.

Or, for Applicants, maybe you’re conducting a compliance audit and want to be able to record and track which applicants have had their documents reviewed – you could create a Tag (“Compliance Audit”), create a note in each relevant Applicant profile commenting on the review of the documents, and Tag that note with your “Compliance Audit” Tag.  You’ll then be able to filter the Applicant view by audited Applicants, or additionally run a Report which will contain the date of the audit, and your notes.

There are hundreds of ways you could use this new feature – and we are looking forward to hearing more about how our clients use it!

Immigo – New “Documents Outstanding” Report Available

We have made a new type of Report possible in Immigo.  You can now make a Report which shows all documents received for a particular case and also which documents are still outstanding.

You can show these documents separated out into Personal Documents, Corporate Documents (home entity) and Corporate Document (host entity).  This means that you can generate Reports for a company contact which will show them at a glance ALL the documents still outstanding for all their files (and all the documents already received).

Combined with the fields already available on Reports (case status, etc.) this makes for some pretty powerful and granular reporting capability.

Immigo users will see the new Document fields as available options in the fields tab of Case Reports.  Give it a try and let us know if any questions!