Streamlining Your Budgeting Process - T3 Amplify 2013
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Amplify 2013 Streamlining Your Budgeting and Forecasting Process Matthew Adamowicz [email protected] Sarah Ziegler [email protected]
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Transcript of Streamlining Your Budgeting Process - T3 Amplify 2013
Amplify 2013
Streamlining Your Budgeting andForecasting Process
Matthew [email protected]
Sarah [email protected]
Full Circle BudgetEnergize Your Excel Based
Budgeting
Full Circle Budget?Excel add-in that saves budget amounts and
comments from Excel directly into /Dynamics GP or SL.
Reporting Software
Most of the markets leading excel based financial reporting
Reporting Tool Built InBudgeting
Work with FCB
BI360/OSRJet ReportsF9BizNetVivid Reports
Full Circle Budget works with any financial reporting package thatExports to Excel. (i.e. FRx and Management Reporter).
software don’t address budgeting.
Can Budgeting Be Easier?• Do you manually update reports in Excel?• Do you have multiple workbooks linked together and if one thing is changed it messes everything up?
• Do you copy and paste data in Excel just to import into GP or SL?
• Do you spend hours trying to reconcile your budget after importing?
Customer Profile
“Full Circle Budget has had an enormous, positive impact for our company. It has enabled us to quickly and accurately automate our Excel budgets to GP. It is a wonderful product and I can’t say enough positive things about it!” Felicia Morrisey, Vice President
Problem: Budgets for 26 departments in Excel was taking too long to copy, paste, verify, import and tie out numbers in GP. Taking about a week to do this.
Result: After implementing Full Circle Budget, they can now update fiscal year budgets for all 26 departments in 15 minutes.
Microsoft Partner: IBG
Features
• Budget in a format designed by YOUR company
• Supports multiple budgets in same worksheet and detail line item budgeting
• Supports two comment/description fields per amount
• Save budget amounts in real time or batch mode
• Full audit trail of all budget updates and errors
• Automatically create new accounts in GP
Benefits
• Easy to configure – budgeting in just a few hours
• Streamline budget process – data updated directly
• Eliminate complex budget workbooks and workbook linking – utilize GP/SL and financial reporting software
• Control over budget entry and updates – password protect worksheets, lock budgets, audit log
• Affordable and simple
How it Works
How it Works
Dynamics GP/SL
Excel Template
Budget Entry
Demo
