Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your company’s budget. Regardless of the size of your team, or how you bill your customers, the financials app offers flexibility to set costs and keep track of your company’s finances in real time.
The new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. The Financials application can showcase features of your items such as planned and actual cost, work, forecast revenue/expenditure, and more. Additionally, the Financials application supports cost and billing calculations.
Archiving is a great option If you want to clear your view of old or no longer used items without permanently deleting anything. You are able to archive tickets, tasks, or whole projects.
OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs you can create and run your own custom reports.
Depending on a user’s notification settings in OneDesk, they may receive a sound alert in response to a message being received. You can either mute this sound effect entirely or change when an alert is received by a specific user.
When a ticket is chosen to be deleted in OneDesk, it is first removed from your view, archived, and then scheduled for deletion in 7 days. After 7 days have elapsed, the ticket is permanently removed from OneDesk. Any time within this period, you can restore the ticket that was scheduled for deletion back to its former status without losing any information.
The December 2021 release of OneDesk went live on December 11 2021 and includes a ton of new Features.
Customers have been asking for more in-depth tools to plan and track their financial performance both when working on customer projects or when providing paid support to their end-users. The latest release of OneDesk takes our first step forward in this direction by introducing a new Financials App. This app both centralizes existing financial information as well as adds new functionality to help you manage the costs and revenue you incur when working on projects and tickets.
When bringing an entire organization onto a singular helpdesk software, it can be difficult meeting the needs of all the different departments while also creating a setup that works for everyone. Especially when departments operate mostly separately from each other, but do need to work together sometimes, it raises concerns about permissions and workflows.
A lot is on the linmer happiness is an effective company growth strategy that some of the biggest brands have deployed. Unfortunately, it’s also one of the biggest cruxes that have been many struggling organizations’ downfall. You think of a company like Apple, Starbucks, or Delta Airlines, and good customer service comes to mind. It’s not a coincidence that those companies are also some of the most prominent leaders in their respective industries.
