Detailed breakdown of Financial fit, features and insight.
Your Workzoom Coach will seek to understand how you do business while demonstrating Workzoom’s functionality and how it can be fit to suit your needs.
What is your current financial system of record?
What challenges do you face with your current journal process?
What is your corporate bank for payroll disbursements?
The success of Workzoom depends on you and your team communicating with your Coach! To make the most of Workzoom we will work together to:
Define the frequency of journal generation
Define the frequency for the generation of bank transmission records
Align Workzoom with the business bank accounts for appropriate EFT file generation
Determine cost and wage allocations based on defined parameters
Set up the chart of accounts in Workzoom for payroll costing
After fitting Workzoom to you, you will be able to:
Automate the generation of the payroll journal on a specified frequency
Generate bank disbursements that attach to the appropriate EFT bank file for submission
Have all payroll entries costed/journalized following pay processing using the GL string dynamically derived based on established account structure
Generate journal entries automatically through pay processing.
Track cost and wage allocations based on predefined parameters.
Define the chart of accounts to be included and processed through payroll.
See if your journal is in or out of balance.
Extract journal entries and audit files to update your financial system.
Obtain other key metrics through statistical accounts.
What accounts are defined/in use/mapped to pay codes?
Are we on budget?
How do the costs compare over time?
How do costs fluctuate month to month, quarter to quarter?
How are the departments costed?
How are employees costed?
Which employees have pay allocations?
How are the jobs costed?
What’s included in this journal?
What journals have been run and what was in them?
What journal runs have been created and what are the CR/DR totals, posting dates, etc.?
What are the organization’s operating expenses?
What are the organizations operating liabilities?
Experience Workzoom live! Get your questions answered and learn how the Workzoom team will work with you to fit the solution to your needs while ensuring you see value right away.
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