The Ideal Solution
Our firm was operating our executive suite through Voyager, which worked well for the commercial and residential divisions of our parent company but not so well for us. To make the system work, we relied heavily on spreadsheets and manually entering amounts due for each individual credit card processed.
- Quickly and easily enter daily charges and track meeting use
- Send out individual and group invoices quickly
- Automatically process credit cards and send client emails
- Automated letters for friendly reminder payments, late fee notices, etc.
We determined that Morningstar to be the ideal solution for our firm. Morningstar is saving our firm countless hours of creating spreadsheets, checking formulas for errors, not to mention increasing our time management so that we can focus on our client’s needs.
-S.H. Regional Director at Avanti Workspace