How Financial Fits Your Business.

1. Experience

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?

2. Collaborate

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

3. Achieve

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

All Financial Features.

All Financial Insight.

Book your live demo.

Experience Workzoom live in a one-hour demo! Tell us about your current people management challenges and learn how Workzoom will help you overcome them. Ask any questions you may have and learn all about our no-risk implementation process.