About Financial Board
The finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client profitability and efficiency, and VAT report.
All charts have the option to select a date period while client reports also have the option to monitor the best and worst ranked clients.
Financial team Training
Onboarding overview
Executives Training
Client service User Training
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Timing of onboarding
The Team
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Job lifecycle
Job lifecycleRoles on Job Owner - User who manage the job and have responsibility for realisation (set on job) Participants - User(s) who participate on the job realisation (set on job) Job supervisor - User(s) who can supervise all jobs (system role) Job approver -...
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