OneDesk for Retail Finance Work Management
How does OneDesk help my Finance team?
Track Sales Data, Store Expenses, and Vendor Payments
Handle Store Sales Discrepancies and Vendor Payment Tickets
Retail finance handles store inquiries about P&L reports, cash handling procedures, or inventory discrepancies. Track these requests as tickets in OneDesk via email or store portal. Customize views to sort by region or issue type. Set SLAs for resolving critical financial control issues. Report on common store finance questions.
Vendor Portal for Invoice Status and Payment Info
Track retail finance tasks like daily sales reconciliation, store P&L reporting, or inventory adjustment processing. Use subtasks for investigating cash discrepancies. Set dependencies linking sales data availability to report generation. Schedule month-end closing tasks.
Log Time for Store Financial Reporting
Retail finance tracks time spent on tasks like store P&L analysis, inventory audits support, or complex reconciliation processes. Log hours against specific financial analysis or process tasks using OneDesk timesheets. Understand time allocation within the finance team. Improve efficiency.
Track Tasks for Store Expenses and Vendor Payments
Streamline retail finance tasks. Automate the routing of requests for investigating store cash discrepancies based on predefined rules. Set up workflows for approving inventory adjustment reports. Trigger notifications for key financial reporting deadlines.
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