Smart Budget Management
Easily create and manage budgets by naming them, assigning custom periods (monthly, quarterly, or date ranges), and organizing income and expense records. Designed for individuals and teams, this script ensures all data is linked to the right creator, with full support for timestamped tracking and role-based access. It's an ideal tool for maintaining accurate, organized financial records across various use cases.
- Custom budget setup with flexible timeframes
- Creator-linked entries and user-based access control
- Auto-generated timestamps for full auditability
Income & Expense Tracking
Record detailed income and expense entries in a structured format for each budget. Whether it's regular revenue or operational costs, all entries are securely stored, easily retrievable, and ready for future reporting. This clarity helps users monitor trends, identify gaps, and make better financial decisions.
- Add and manage multiple income/expense entries
- Store data in a scalable, structured format
- Enable reporting, forecasting, and insights
Team Integration
Assign budgets to specific workspaces to separate financial plans across departments or projects. Perfect for organizations managing multiple teams or business units, this feature ensures each group maintains control over its own financial strategy without overlap or confusion.
- Link budgets to workspaces for clean segmentation
- Support multi-departmental or multi-project planning
- Improve collaboration with defined data ownership
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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Workflow Automation
In today's dynamic business landscape, the ability to optimize task efficiency is paramount for success. Our Custom Workflow Automation feature offers a seamless solution to alleviate the burden of manual labor and enhance productivity. By tailoring actions to specific event triggers, such as automatic email notifications for bill settlements or project milestones, businesses can streamline operations and eliminate the need for tedious manual interventions. This automation not only saves time but also reduces the risk of errors, ensuring that tasks are completed accurately and on time.
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Contact Us for Support :
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You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
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