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, financial IT asset management

In addition to their usual technical features, IT department managers are now being asked to assume other management responsibilities.

They must closely monitor their budgets, control costs, demonstrate the cost effectiveness of each major decision, and measure the return on investment of the equipment and software, which they install.

With WinGest, the administrative and budget management module of the Actima line, all aspects of financial management of the company's IT assets are covered: order and stock management, budget control, contract management, depreciation calculations, etc.

WinGest can be completely integrated to your company's IT asset and help-desk management systems, and has the same user-friendliness and the same analysis features and range of settings as the other modules of the Actima line.

It is very easy to learn and to use and adapts to the specific needs of your organization with new features to cover all aspects of financial management of your IT assets.


List of features - WINGEST

  • Catalogue of articles with monitoring of multi-supplier purchase terms: price, discounts, and currencies.
  • Possible Intranet consultation of catalogue.
  • Management of the expression of users' needs.
  • Possible creation of expression of needs via Intranet server
  • Interface with mail to notify users of acceptance or refusal of needs.
  • Management of steps in the cycle of technical and financial acceptance with estimate requests.
  • Creation of purchase requests grouping need requests.
  • Possible pre-assignment of ordered equipment to a site or to a user.
  • Management of contract orders.
  • Management of partial deliveries.
  • Monitoring of delivery discrepancies.
  • Delivery/order reconciliation procedure.
  • Automatic generation of equipment put in stock.
  • Budget monitoring: amounts allotted, spent
  • Management of supply stock entries/removals.
  • Monitoring of multi-site deliveries.
  • Multi-currency management: estimates, orders, billing.
  • Recording of supplier invoices for reconciliation with the amounts due according to the contracts.
  • Procedures for reconciliation validated deliveries / invoices to be paid.
  • Link with scheduling of facilities: when equipment ordered, upon delivery.
  • Management of all types of contracts with automatic generation of payment schedule.
  • Management of additional contract clauses.
  • Possible association of documents with contracts.
  • Possible rebilling (variable periodicity) of any equipment, work, contracts, loans, etc.
  • Automatic calculation of equipment depreciation: straight-line and accelerated.
  • Importing or link with external tables: orders, invoices, delivery notices.
  • Possible link with depreciation and purchasing management software packages.

With Web Actima

  • Recording of equipment purchase requests
  • Consultation of management charts and statistical reports

With Actima Designer

  • Creation of new screens.
  • Modification of the structure of existing fields
  • Adding additional fields in the tables
  • Dynamic link with external tables.

 

 

 

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