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Microsoft D365 Solution Optimization for Chartered Accountants and Audit Firms
Workin Audit 365 dedicated to Audit and Accounting
Accounting and auditing professionals need to streamline processes and focus on procedures, not administrative tasks.
The use of digitalization represents a accelerator for the operation of auditing and accounting firms.
Thanks to Workin Audit 365, developed to meet the specific needs of these sectors, you can optimize the management of your assignments.
With 20 years' experience working with chartered accountants and auditing firms, Workin Audit 365 is the perfect answer to their business issues.
This enables you to benefit from more precise functionalities that meet your specific needs:
Workin Audit 365
A solution for centralising your invoices and managing your cash flow.
- Unit billing
An additional function to set up and manage the data required for unit billing.
The employee will indicate the number of hours and the quantity performed per act and date.
This will calculate the costs as well as the applicable selling prices and generate a detailed invoice.
- Renewal of fiscal year
Function allowing the automatic renewal of open and uninvoiced fiscal year (mission) on a new fiscal year (customer fiscal year).
Definition of a hierarchy adapted to the renewal of fiscal year.
- Automatic generation of the billing plan
Automatic creation of the billing plan based on a contract value, billing frequency, and billing interval.
Facilitates the management and supervision of your missions.
- Mission Creation Wizard
This feature allows users not only to get an overview, but also to manage the relationships between missions at multiple levels.
So, when a change is made or a deletion is made, all the lower levels are automatically changed.
- Additional feature set that enhances the standard D365 Finance solution
As Microsoft Dynamics 365 experts, we have created a set of complementary functions to enhance the standard solution.
This enrichment is based on our knowledge of our customers' needs, gained through numerous project implementations.
Features & Highlights at a Glance
Time savings
The employee can indicate the quantities performed for an act directly when entering the hours in his timesheet.
Flexible setup for more accurate billing
Flexible configuration allowing for unit billing.
More detailed billing
Invoice proposal including various types of invoicing (milestone billing, unit billing, time-based invoicing,...) in the same invoice.
Simplified renewal of fiscal year
Automation of fiscal year rollovers.
Easier reclamation
Possibility of automatic revaluation of missions upon renewal.
More accurate view
Allows you to manage missions and related sub-missions more quickly.
Ensuring Data Reliability
Ensures compliance of sub-missions.
Business Intelligence
Data available to generate audit reports and gain a more accurate view of file management.
