PRODUCT OVERVIEW
TASK MANAGER
CLOUD BASED SOFTWARE FOR STREAMLINING YOUR
FINANCIAL CLOSE AND OTHER ACCOUNTING PROCESSES
BRINGING
PROCESSES
AND PEOPLE
TOGETHER FOR
A COMPLIANT
FINANCIAL CLOSE
IN THE CLOUD
IMPROVED COLLABORATION
> Team prioritizations
> Team collaboration
> Controlled approval workflow
> Overview and control for
teams and team members
COMPLIANCE BUILT IN
> Segregation of duties
> Standardization of processes
> Audit Trail & Proof
> Internal Controls*
> Encrypted documents
> Secure Cloud hosting
SAVE SIGNIFICANT TIME
> Always know what to do
> No waiting time
> Reduced need for conference
calls and status meetings
*In reference to the Committee of
Sponsoring Organizations of the
Treadway Commission, COSO.
Do you and your organization find it hard to keep
track of recurring processes across teams and
subsidiaries? Processes like the Financial Close,
VAT/TAX reporting, PBC lists, other operational
checklists, processes or financial controls?
Now there is a solution.
Adra TASK MANAGER is purpose built for finance teams looking to deliver
accurate results, quickly and efficiently. This allows the team to focus on the
dynamic analytics which help to steer the future of the business. It is designed to
make it super-easy to design, build and manage World Class Processes.
It can be used for all financial processes with recurring tasks, with specific design
consideration for Financial Close Management and Internal Controls.
FEATURE HIGHLIGHTS
KEY BENEFITS
> Build and manage World Class
Processes
> Control and Risk Mitigation
Financial Close Calendar
Import your Financial Close Calendar and all other processes and reuse them
periodically. Describe the purpose and procedures of all tasks to ensure
consistent behaviour.
> Efficiency
Segregation of Duties, Workflow and Audit Trails
> Reduce Lead-Time, shorten
your process and get
everything done in time
Approval workflow and segregation of duties makes it possible to ensure
governance and control. Audit trails track every event in the task.
> Improve Collaboration and
keep your staff happy
Evidence
Substantiate actions for regulatory and internal compliance with supporting
documentation, hyperlinks, notes and references with secure digital storage.
Library and templates
Use the tasks in your Task Library to create Task Lists. Create dependencies,
sub-tasks and on-task Checklists to make sure everything is done correctly.
You can add tasks or import tasks from a spreadsheet to your Task Library.
Task overview and Dashboards
The advanced Task Grid with drag-n-drop grouping gives you the overview
and visibility you need. The dashboard shows graphs of the status.
Zero-Day Concept
You don´t need to set the due-date on each task. You define a +/- relationship
towards a Zero-Day such as the close date, for the whole Task List and all task
will get their due-date automatically.
Collaboration
The team concept makes it possible for different team members to collaborate
on tasks, for instance by preparing different items on the on-task checklist.
E-Mail Notifications, Reminders and In-App Alerts
Alerts and reminders will make sure that everyone knows what to do when and
how - no matter what device you are working on.
Mobile
Stay on top of your tasks and processes at all times. Use your smartphone
or tablet to review your tasks, certify tasks when they are done, review and
approve tasks and get overview of the status.
Click here!
Learn more about
TASK MANAGER
ABOUT ADRA
Adra develops and markets software for the Financial Close Process. With over 25 years’ experience of providing software for the automation of
the Month End Close Process, Adra is a market leader with 3000 customers.
Our software for the Financial Close helps accounting and finance teams to work smarter and quicker, with better control and accuracy. The
solutions streamline and standardise accounts departments and give them an overview of the company’s balancing process at all times.
Adra has an origin in Scandinavia just like many other financial software companies like Axapta, Navision, IBS, IFS, Jeeves and Visma and today
we serve customers in more than 30 countries around the world. Among our customers are Hertz, GE Capital, KPMG, Toyota, IKEA and BMW.
Contact us: www.adra.com
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info@adra.com
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UK: +44 (0) 20 3700 5805