ENTITY MANAGER

The Entity Manager feature of ONESOURCE WorkFlow Manager provides a central place that all departments of a corporation can share and use to manage a centralized database of entity information. Enhanced visibility to information will enable you to make more strategic decisions and improve your business planning.

Entity Manager enables to you to capture and manage every detail of your corporate data, including owners, contacts, geographic locations, tax identification numbers, intercompany transactions, and more. Entity Manager also allows you to create custom data fields for any additional data. Tree view and search filters enable you to quickly find the entity information you need.

Charting Functionality

Entity Manager includes OrgPlus® professional charting. The sophisticated charting functionality enables you to effortlessly produce custom charts and more clearly visualize your organization. In addition to the broad range of on-screen graphic controls, professional charting enables you to print and export to a number of formats (Microsoft® Office Excel, PowerPoint, or PDF, and wall charts), allowing you to quickly share information with colleagues and use charts in presentations.

FEATURES AND BENEFITS OF ENTITY MANAGER

The Entity Manager feature of ONESOURCE WorkFlow Manager is a web-hosted entity management solution for your entire corporation and includes:

• Centralized entity data management
• Flexible entity ownership structure charts
• User defined fields and group codes
• Customizable history tracking
• Advanced security controls
• Reliable access anytime, from anywhere
• A variety of exporting formats (CSV, HTML, Excel, Word)
• Easy capture of key contact and responsible parties information