WorkBook – Update 12.1

WorkBook – Update 12.1

With new features that allow users to add media commissions to price quotes and sales invoices, slice and dice financial data to provide more detailed reports, and simply just get the information they need more easily, version 12.1 gives our customers greater versatility along with improved performance.

  • Calculate Media Commission

    For those customers that manage digital and traditional media in-house, WorkBook 12.1 now gives you the ability to calculate media commissions on Price Quotes and Sales Invoices, so that all job costs are accounted for in the same place and every cost is billed accurately. This allows you to provide transparency to your clients by showing them exactly how much commission you are making on media placements, and makes billing stations and media creators easier and more accurate. 

  • New financial reports

    Month-end reporting isn’t always the simplest process, so we’ve added some additional reports in this release to help make month-end reporting a bit easier. With the addition of five new reports, the Finance Team can now slice and dice Profit & Loss and Balance Sheet reporting to get exactly the information they need. 

    The new Profit & Loss vs. Budget report and Balance Sheet vs. Budget report allow you to select a budget to which you want to compare P&L or Balance Sheet actuals.

    Similarly, the new Profit & Loss with Period Comparison report, Balance Sheet with Period Comparison report and Trial Balance with Comparison report all allow you to compare your current period actuals to a prior period, with difference amount and percentage columns included.

  • External URL’s in iFrame window

    Now you can maintain the efficiency of your natural workflow without jumping from browser tab to browser tab. WorkBook 12.1 allows users to embed external URLs, like their agency’s intranet site, into their WorkBook dashboard using IFrames, making them accessible from the same system make month-end reporting a bit easier.


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