What’s New in WorkBook 10.2?

December 28, 2018

WorkBook 10.2 offers customers an enhanced experience by integrating more financial functionality into the HTML platform. This version allows agencies that are part of a larger organization to consolidate financial data across offices within the same WorkBook system as well as simplify month-end financial activities with time saving, intuitive features.

Highlights:

Company Consolidation

  • Consolidate financial data between a number of agencies within the same system by grouping them under one Consolidated Company
  • Accelerate month-end financial activities across companies within the same network

Creditor Blocking

  • Keep your financial records in order by blocking creditors that have been deemed inactive

Debtor Elimination

  • Easily see in a single list which Debtor accounts have records that can be eliminated

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