Efficient and Time-saving Features


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Single Data Entry Point 

  • All data is controlled from one place for easy learning and navigation 

  • Easily add description, vendor or notes to any detail line for reference later

  • Categories can be assigned to one or more Departments

  • Instantly compare Actual data to Budget data

  • Enter data quickly using built in spreading tools

  • User permissions controlled at Category and Department level

  • Attach supporting documents to and sub-categories

  • Option to link data from complex calculations in Excel

  • 12 Period and 13 Period Setup Options

  • Allocate Data equally, by % or by 4-4-5, 4-5-4 or 5-4-4


Instant Navigation

  • All Budgeted data is hyperlinked for rapid navigation and look up

  • Drill down to review underlying assumptions instantly including notes, description or vendor information

  • Budget to Actual Reporting is automatically organized by:

    • Company

    • Region

    • Department

    • Super Header

    • Header

    • Group

    • Category

    • Non-Financial Category

    • Sub-Category

    • Period (12 or 13 periods)

    • User Permissions

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Perfectly formatted reports

  • All reports export to Excel and are formatted by:

    • Company

    • Region

    • Department

    • Super Header

    • Header

    • Group

    • Category

    • Non-Financial Category

    • Sub-Category

    • Category Notes

    • Period (12 or 13 periods)

    • User Permissions

  • Budget to Actual Comparisons for all Departments

  • Reports instantly distributed to all users according to their permissions

  • Easily accessible via the report library


Versions

  • Make unlimited versions of your budgets

  • Easily adjust assumptions to show different scenarios

  • Control access to each version

  • Clone any budget for instant versioning

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Scalable as you grow

  • Our powerful copy features and built in structure make budgeting simple for growing companies

  • Add new departments or categories in seconds and all reports remain perfectly formatted

  • Leverage our copy tools to update categories across multiple departments in seconds


Multi-Department Formulas  

  • Our formulas are built specifically to handle structural changes in multiple department businesses

  • Formulas are easy to make but hard to break

  • Navigating our formulas is intuitive and easy

  • Control which assumptions your users can view or edit

  • No need to learn any codes or syntax

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User Permissions

  • Control what your users view or have access to:

    • Edit Data, View Data

    • Reporting access

    • Region Acccess

    • Department Access

    • Category view/edit rights

    • Approval over users submissions

  • Limit User access to certain accounts or departments for any user

  • Locked down data that can't be edited

  • Get the layered control over your data you can't get with Excel

  • Enjoy the collaborative Budgeting process the way it should be

 


ACcess Historical Data in seconds

  • Import Actual data via APIs or Manually using CSV

  • We currently import direct via API with:

    • QuickBooks Online

    • Xero

    • ConnectWise

    • Blackbaud (Coming Soon)

  • Import Data via Calendar or Fiscal including 4-4-5, 4-5-4, or 5-4-4

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Budgyt Payroll

Employee Module: Allocate Employees and manage Any HR Formula

  • Plan employee by hourly or salary for any department

  • Allocate employee payroll to one or more departments by dollar or percent. Ideal for non-profits.

  • Employee Dashboard to view and control expenses across department

  • Limit access to sensitive payroll information

  • Apply Payroll Taxes like Social Security and Futa Limits

  • Apply Bonus or Commissions easily by employee

  • Track and build Merit Increases for any period with notation

  • Use Hire and Terminate dates to control when payroll is active


Approval Process and Workflow

  • Regain control over the budget process by enforcing users to submit data for approval

  • Ideal for expense control as well

  • Dashboards for Global Approval

  • Audit log for all submissions for approval and pending approvals

  • View data by Submitted, Pending or Approved

  • Track conversations around approvals or disapprovals