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WorkBook

A web-based multi-module management system designed by WorkBook Software.
Questions about WorkBook? Call (800) 827-1151 and talk to a software expert now.

WorkBook is separated into a series of modules so that your organisation can choose to rent only those modules that are relevant and fit your requirements.

Chart of Accounts-Master Data

If you run multiple companies it’s possible to have a Master Data Chart of Accounts. You can choose to let an account be created once in the Master Chart of Accounts and WorkBook can copy that account to other companies Chart of Accounts. On top of that you can add reporting dimensions to each account allowing you to easily consolidate all companies’ financial data.

Communication

In WorkBook, there is a built-in possibility to use the system as intranet and blog. In this way, WorkBook can become a natural ”rallying point” for official as well as unofficial communication. It is possible to set up discussion groups where everybody can participate and accumulate information, contribute to handling problems or solving projects.

Customer Portal

Communication to and from clients are improved and made easier with the built-in client portal. Here, it is possible to set-up approval procedures and handle documents. And at the same time the client portal can work as an archive for already completed projects, which the client can therefore easily access.

Data Import\Export

When you start up with a new system, you might consider the hard work in typing in all the data again. We have simplified that process by having 14 standard import areas where you can import old data into WorkBook. Choose between accounts receivable/payable, chart of accounts, projects, supplier and customer invoices, time sheets and much more. Exporting data is also easy with WorkBook. Each report and data grid can be exported to Excel, Word or PDF. For more frequent exports (like integration to other systems) we have a standard API for exchanging data.

Debtor Reminder Service

WorkBook provides a reminder service that is automatically set up to persistently remind those debtors that are late with their payments. The finance department can easily send out reminders from WorkBook and even make entries to the reminder log on the accounts receivable so other people can follow the reminder workflow.

Debtor\Creditor Handling

Simple debtor and creditor handling with a great overview make it easy to follow-up on due entries.

Dimension Reporting

WorkBook contains 30 different dimensions. Dimension reporting can be set on both projects and employees with full hierarchical impact in all dimension layers. The dimensions can of course be customised to your needs. You have the ability to gain an overview of all customers, departments, employees, individual jobs and the possibilities continue.

Document Handling

Within WorkBook are relevant documents filed centrally with the projects or clients they refer to. These are in addition to essential knowledge which are assembled in one place and ensure that everyone who needs access, has access to them. There are no more excuses for the use of “local files”.

Estimating

In WorkBook, it is easy to make budgets and price estimates. The user is “forced” to enter all relevant information necessary in the process required. This makes sure everything is taken into consideration and that all price estimates and offers appear professionally.

Expense Follow-Up

The project manager has at any time a clear overview of time spendings and purchases at every project in progress. Surprises are avoided and it is possible to react quickly if anything indicates that there are problems with a project.

Finance Budget

In WorkBook, it is really easy to make finance budgets. All relevant data is always at hand and it is easy again and again to compare with actual figures.

Finance System

A complete finance and economy system developed towards project organisations that release major resources in the financial department.

General Ledger

WorkBook provides a main accounting record of a business which uses double-entry bookkeeping. The general ledger is a collection of the group of accounts that supports the value items shown in the major financial statements.

Invoicing

The integrated WorkBook system ensures the necessary connection between price estimate and invoice. It is easy and fast to convert a price estimate to an invoice, which makes it possible to invoice the client while everybody can still remember all details within the project.

Mail Handling

All client and project relevant e-mails can be filed connected to clients or projects. This creates overview and value and at the same time, shares knowledge. Now, it is no longer necessary for storing emails in personal mailboxes when you can attach them to the relevant project.

Management Reporting & Dashboard

Management reports provide a quick day-to-day overview of your company. That is why WorkBook have made financial reports a priority so you can immediately see where your company is performing well and where there is room for improvement. The management reporting are build up by a set of standard reports that gives you the entire overview whether you are a project manager, account manager, financial manager or the CEO.

Multi Company & Currency Support

With WorkBook, you have the possibility of running multiple companies from within just one WorkBook. Each company can enter their own currency plus their customer’s currency providing automatic exchange rates to present figures to many different countries in their currency. You also have the ability to do intercompany postings based on the employees’ time entries on different projects.

Pipeline Management

WorkBook keeps track of potential clients and prospects and works as a database for gathering all relevant information and data. WorkBook gives you the tools to create an overview of what is in the pipeline. For example, how many price estimates that await approval and the possibilities for more sales with existing clients.

Project Planning

In WorkBook, relevant information about all projects in progress is stored in one place. The information is therefore easy to access to anyone involved, which creates overview and helps having all details under control.

Purchase Order Handling

In WorkBook, you always know what is agreed with suppliers and what costs are to be expected with the projects in progress. Control and approval of vouchers is made easy, when there is always a connection to the relevant purchase orders.

Reminder Function

WorkBook can automatically let you know when things need to be done or limits are reached. Therefore you can concentrate on solving projects instead of the need for having to remember tiny details. For example, the project manager can automatically be informed when a defined part of a budget or estimate is used or well in advance before important deadlines are surpassed.

Resource Planning

Handling and planning of resources are an important short cut to efficient utilisation of resources including income and profit. In WorkBook, it is easy to create an overview of free resources and capacity as well as booking employees.

SOX Compliance

The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation enacted in response to the high-profile Enron and WorldCom financial scandals to protect shareholders and the general public from accounting errors and fraudulent practices in the enterprise. it defines which records are to be stored and for how long. The Sarbanes-Oxley Act states that all business records, including electronic records and electronic messages, must be saved for “not less than five years.”

Time & Material Entry

The easier it is to register time, the bigger the possibility that it will happen regularly when everybody has a vivid recollection of the project. With WorkBook, time and material registration cannot be easier

Voucher Handling

WorkBook makes it possible to post all vouchers immediately based on efficient workflows with e.g. simple, digital approval procedures. In this way, unpleasant surprises are avoided.

WIP Project Accounting

Project accounting is the practice of creating financial reports specifically designed to track the financial progress of unfinished projects, which can then be used by managers to aid project management. WorkBook comes with several methods for recognition of WIP and various methods for valuating WIP values. All methods are made to make it easier to maintain an overview of the financial status of on-going projects.

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