See Your Transactions In One Glance

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Alex Saladna
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WickedFile can now help you to view your shop from a completely new perspective. With our built-in dashboards, you can now get a birds-eye view into your paperwork without touching a document.

How does this save a shop more money than before?

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WickedFile Store's dashboards allow a customer to easily understand areas of improvement and success from their financials.

  • Returns: See the total percentage and the dollar amount of returns not being credited back to you.

  • Statements: In one glance see how much of your parts spend is validated to a statement and how much is still unaccounted for.

  • Scans: How accurate are your scans and our ingestion of your documents? Understand the total percentage of documents accurately ingested and the total percentage that we have flagged for manual review.

Customer Win: Charting $356 in missing vendor credits

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If you are still not sold on charting lets look at a real life example from a beta tester. In the first seven weeks of return tracking, a customer was able to uncover $356 in missing return credits! As you can see above, this was mainly due to the shop's returns not matching to their vendor credits. The bookkeeper was often overwhelmed, but over time, WickedFile was able to reduce the frequency of unmatched returns. The end result was the shop achieving greater efficiency in their bookkeeping spend and a recapture of lost profit.

  • Multiply Your Bookkeeper: This shop did not need to hire another bookkeeper, instead she simply needed a way to process more transactions.
  • Only Focus on the Issues: WickedFile helped by eliminating tedious return and credit matching, and allowed this bookkeeper to only focus on the returns that did not have credits.

Easily monitor assignments to your team.

When you assign a document to your team members, WickedFile automatically creates a open ticket for you to track. Once this ticket is completed, the user can close out the ticket and move on to their next task.

  • Using our dashboard, you can now track the percentage of open versus closed tickets.
  • Monitor the close rate of the tickets created to ensure your team is properly responding to issues.
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What is next?

Our goal is to continue to build on these metrics. With the help of our beta testers, we are working to bring metrics that are valuable and insightful.

Interested in Learning about WickedFile?

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Alex Saladna
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