The WorkBook Product 

WorkBook consists of different modules, making it easy for you to chose only those modules that fit your requirements. 
Take a closer look in our presentation.

Choose which WorkBook package is perfect for you

Project Management

Project planning In WorkBook, relevant information about all projects in progress is stored in one place. The information is therefore easy to access for the project team, which creates overview and helps to have all details under control.

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Quoting It is easy to create, personalise and send off budgets and price quotes. 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 quotes are provided professionally to your customers.

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Invoicing The integrated workflow ensures the necessary connection between price quote and invoice. It is easy and fast to convert a price quote into an invoice, which makes it possible to invoice the customer while everybody can still remember all details within the project. We also include 5 different types of invoicing.

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Document handling Within WorkBook, relevant documents are stored centrally with the projects or customers 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".

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Mail handling All customer and project relevant e-mails can be stored connected to customers 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.

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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 be informed when a defined part of a budget is used before important deadlines are surpassed.

Expense follow-up The Project Manager can constantly gain a clear overview of hours used and purchases within a project in progress. Surprises are avoided and it is possible to react quickly if anything indicates that there are problems with a project.

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CRM & Pipeline Management WorkBook keeps track of potential customers 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 quotes that await approval and the possibilities for more sales with existing clients.

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 for specific periods.

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Time, Expense, Mileage & Material entry The easier it is to enter time, the bigger the possibility that it will happen regularly when everybody has a vivid recollection of the project. There are no fewer than 4 ways to complete your timesheet including a fun start/stop traffic light timer. With WorkBook, time, expense, mileage and material entry cannot be easier...

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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.

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.

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.

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.

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Finance Management

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

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

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 integration WorkBook integrates superbly well with Microsoft Dynamics NAV/AX

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."

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.

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.

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.

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.

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.

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.

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.

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.

Other useful applications

Handling subscriptions It is easy to handle agreements with clients where you as a company automatically invoice the client e.g. every month. Creating jobs and invoicing will happen based on a number of different parameters, which the company itself is able to define in WorkBook.

iPhone It is also possible to access WorkBook from your iPhone! You can complete that daily boring task of completing your time sheet while you're on your way home from work. We will soon be introducing more so you can see your To-do list and the Resources Book amongst other features.

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