Operating Budget

  • Budget Annually, quarterly, or monthly
  • User definable work Scopes enable account objects to be segmented based on relevance to the user
  • Search filter allows users to quickly find entities or detail items based on entity type or attribute
  • Create unlimited budget versions
  • Accumulate unlimited budget historical data
  • Create database snapshots based on budget phase
  • Create customized work scopes based on organizational hierarchy, org-code, account object, …
  • Customize display names of system entities
  • Dynamically sort data within display grids
  • Export data from display grids to .txt for analysis using third party tools
  • Import data from financial systems on demand
  • Reconcile YTD actual versus budget values for more accurate continual fiscal planning
  • Unlimited custom reporting