WorkBook contains key functionalities for the Professional Services Industry and especially target Architects, Advertising, Consultancies and Engineering companies. It is used by many organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource capacity, billing as well as integrated accounting. Users can choose what modules to include in their system and only pay for what they use.
PROJECT & RESOURCE MANAGEMENT
Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
FINANCE & ACCOUNTING
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
US/CAN sales tax
Subscription Management Module (automated billing)
WorkBook can also be integrated to other finance systems if the user prefers to use an existing system instead of the built-in accounting system.
WorkBook is complying with SOX regulations.
Primary Use Cases
CRM, Project & Resource Management, Accounting.
With the EU's General Data Protection Regulation (GDPR) scheduled to come into force next May, information management vendor Gimmal is upgrading its flagship solution, Workplace Compliance, to help businesses stay on the right side of the new regulations. As part of the upgrade, Houston-based G...Read more
The Dutch Data Protection Authority (DPA) has accused Microsoft of breaching Dutch law by harvesting data of those who use its Windows 10 operating system. In a statement issued Oct. 13th, the DPA stated Redmond, Wash. Continue reading...
San Francisco-based Box concluded its annual conference yesterday, following three days of upgrade announcements and significant releases. One of those releases — Skills — brought artificial intelligence (AI) into the Box platform. The other notable addition is the introd...Read more