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Description

Deltek Payments empowers you to revolutionize your cash flow management by enhancing and automating accounts receivable (AR) and accounts payable (AP) within your Deltek framework. This advancement facilitates quicker payments and fosters a contemporary experience for your clients, all while significantly minimizing the need for reconciliations, lowering days sales outstanding (DSO), and generating revenue through rebates. By incorporating an online payment portal, you can accept digital payments, thus elevating the overall customer experience. Furthermore, this system enhances financial security and control, making it convenient for clients to settle their invoices promptly through secure electronic credit card transactions. Transitioning from traditional methods to digital processes not only eliminates reconciliation but also streamlines your operations by reducing DSO. The shift to a more efficient payment system can lead to improved cash flow and a stronger financial position for your business.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
BI Book No 
Deltek Replicon Time No 
Dropbox No 
Flexspring No 
GoSimplo No 
Google Drive No 
Google Workspace No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Project.BI No 
SAP Financials No 
Storagepipe No 
Sympa No 
Synatic No 

Integrations

ActiveCampaign Yes 
BI Book Yes 
Deltek Replicon Time Yes 
Dropbox Yes 
Flexspring Yes 
GoSimplo Yes 
Google Drive Yes 
Google Workspace Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Project.BI Yes 
SAP Financials Yes 
Storagepipe Yes 
Sympa Yes 
Synatic Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Deltek

Country

United States

Website

www.deltek.com/en/products/payments

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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