Budget Module

The Budget module is a powerful planning and reporting tool for your organization to use when creating budgets for any time frame, including multiple fiscal years. You can create customized budgets for individual grants, programs, or account segments and then consolidate those budgets by posting budgets directly to the General Ledger.

 

Create an unlimited number of customized budgets

Create cross-year budgets, enforce control budgets, and activate warnings when at risk of overspending. Forecast and create “what-if” scenarios to ensure a strong financial position for your organization in the future. See how transactions will affect your outstanding budget in real time.

Quickly enter budget data in a spreadsheet format

Enter budget data, either by populating the worksheet from historical budget or actual data or by entering budget amounts manually.

Budget worksheets can also be modified using special criteria selections to increase or decrease monetary values by percentages, set amounts, or other means.

Run reports to keep track of your budget and comparisons

Use one of the pre-built reports in the system to manage and track your budget, or create custom reports of your own.

 

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