Advertising agency An advertising agency works with a large number of clients. As a result, it faces the task of: It is necessary to organize information about each client and at the same time organize financial accounting. After a number of unsuccessful attempts to use Telegram and email for these purposes, the company switched to a corporate messenger.
The manager created a chat system for each direction
CEO Finances — This chat is designed to discuss all significant expenses with management. Here, managers can discuss advertising costs or the purchase of new netherlands phone number library equipment. For example, the company plans to purchase new computers for designers. Discussion and approval of the budget takes place in this chat. CEO Accounting – where accountants share financial reports, including cash flow and accounts receivable reports. This chat also reminds about tax deadlines.
All news and reports can be discussed in separate
Threads, under messages. Budget is a chat where plans and expense reports are published. Each month, a budget plan and a summary of actual expenses this includes optimizing website appear here. This helps to assess how effectively the company uses its resources. Revenue – Every day, this chat displays information about daily revenue. This allows management to see the financial results of the business in real time and quickly react to changes in income.
Invoices — a chat for coordinating payments
Here, the accounting department posts invoices for payment, and management can quickly check and approve them. This speeds up the payment process and increases its transparency. Cash desk — the accounting department regularly informs about the state of the cash desk and bank accounts. This allows you to understand the current financial position of the company and plan future expenses. Chats for financial reporting in the corporate messenger Compass All chats are available only to a narrow circle of employees.
This ensures the security and confidentiality of management information
The company also introduced data protection measures: it limited bzb directory the forwarding and downloading of files. and effectively manage the agency’s resources. Organizing financial accounting in a messenger makes financial information management more centralized and secure. Case No. 2. Restaurant Managing finances in the restaurant business is not an easy task. Constant purchases, a variety of suppliers and daily cash transactions all require a system.