- Financial Management
- General Ledger
- Report Exporting
- Workflow Management
- Version Control
Transform your workflow with intelligent automation.
(46 ratings)
Wdesk offers custom pricing plan
Overview
Features
Pricing
Alternatives
Media
Integrations
FAQs
Support
You can also consider
Introducing Wdesk, the intelligent work platform that streamlines your company's operations. Automate processes, transform data, and eliminate manual tasks with ease. Say goodbye to tedious data entry and hello to increased growth and revenue. Keep shared datasets up to date, ... Read More
Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives. It is ideal for controlling an organization's economic activities, such as fund procurement, fund utilization, accounting, payments, risk assessment, and anything else involving money. In other words, financial management is the application of general management principles to an organization's financial assets. Quality fuel and regular service are provided through proper financial management for an organization's operations to run smoothly. If an organization's finances aren't handled properly, it will confront roadblocks that could stifle its growth and development.
A general ledger is a financial data record-keeping system that includes debit and credit account records confirmed by a trial balance. It helps to keep track of all the financial transactions that occur during the life of a running company and stores account information required to compile financial statements. Transaction data is separated into accounts for assets, liabilities, owners' equity, income, and expenses based on the type of transaction. The general ledger's transaction records are collated and summarised at several levels to generate a trial balance, income statement, balance sheet, statement of cash flows, and various other financial reports. This aids accountants, executives, analysts, investors, and other stakeholders evaluate the company's performance regularly.
Report exporting is a crucial feature that allows users to save and transmit data from a software in a convenient and readable format. It enables the user to export reports, charts, and other graphical representations as PDF, Excel, CSV, or other commonly used file formats for easier sharing and analysis. One of the main benefits of report exporting is the ability to customize the content and formatting of the report according to specific requirements. This ensures that the exported data is presented in a concise and organized manner, making it
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to integrating them into a digital solution, submitting them for approval, and altering them in the context of asset management. Workflow management is the process of planning, organizing, and carrying out the actions necessary to achieve a goal. Workflow management is concerned with the order in which events occur. Once one step is finished, the next can be started, and so on. Workflow management is best for repeatable procedures and objectives since it is repetitive.
Version control, often known as source control, tracks and manages changes to digital asset management software code. Version control systems are software development teams' go-to solutions for tracking source code changes over time. As development environments have become more rapid, version control solutions assist software teams in operating more quickly and intelligently. In a particular database, version control keeps track of every change in the code. If a mistake is made, developers can go back in and compare prior versions to help repair the problem while causing the least disruption to the rest of the team.
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business owners and marketers hesitant to try it. Collaboration is when two or more people, groups, or organizations work together to complete a task or achieve a goal. It's a way of working in which people work together for the greater interest of the firm. Collaboration goes beyond the marketing team and can include product managers, developers and many other teams within an organization. In short, it’s a shift in focus from working solo towards working together.
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can track the financial data of a specific transaction from the general ledger to its source document. Audit Trail is a live record of changes on your site – it keeps a log of everything that’s ever happened. Any changes made to properties, taxonomies, terms or users will automatically be recorded in the audit trail table. This includes the changes which are not visible to the end user: updating unpublished post or pages, deleting archived items, editing user profiles, etc.
The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking. It's frequently kept track of with a full report that lists completed tasks, activities accomplished, and goals met. The range of things we are able to measure and track can be very wide. Its aim is to choose measures that offer value, will be achieved in the near future, and most importantly- that have significance for our personal or professional growth.
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, uploading, downloading, and sharing permissions in digital asset management systems, ensuring that the appropriate people only utilize your assets at the right time. This means your contributors may quickly upload their work into your system, and your users can trust that any assets they can access have been approved for their usage.
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can do to improve their email marketing approach. Email marketing, sometimes known as "email blasting," is the act of sending an email to several recipients. A dashboard for email marketing will provide you with a high-level overview of your email campaign. You'll be able to track critical metrics and performance indicators to keep track of your email marketing activities. Aside from the ease of having all of your data in one place, an email marketing dashboard will allow you to track critical metrics to better understand your email marketing campaign efforts.
Yearly plans
Show all features
Contact
1-888-275-3125
Customer Service
24/7 (Live rep)
Business Hours
Online
Location
Ames, IA - 50010
Introducing Wdesk, the intelligent work platform that streamlines your company's operations. Automate processes, transform data, and eliminate manual tasks with ease. Say goodbye to tedious data entry and hello to increased growth and revenue. Keep shared datasets up to date, create reusable materials, and curate relevant data. Prepare responses quickly and efficiently, track progress, and manage approvals. Easily gather and update data for financial statements, documents, and presentations. Wdesk simplifies internal audits, manages risks, and eliminates duplicate tasks. Organize data for analysis and reporting, freeing up time for more valuable activities. Elevate your company's efficiency with Wdesk.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta