Financial suite > Budget

Over 200 shared documents and over 100 actions are budget related!

Budget documents on a SharePoint website

Every budget year you and your team create hundreds of documents that are unmanaged on your shared drives!

Budget by Financial Suite®, a unique approach: Preparing a budget is a team project, handle it with our collaboration tool for teams.

Financial suite© budget contains a website and a task list for all actions needed to deliver and update a budget. The website is the document container with a "single upload facility" with structured metadata for each document. Documents are presented in predefined views such Departments, Balance sheet, Sales, Costs, Cash flow, phasing per period, Intercompany etc.

The task list contains all tasks that the majority of companies have in common. The tasks are composed by experienced financial managers and have the same smart coding as the documents and Financial suite© reporting. The connection between the smart coding of the documents and the tasks, has a dramatic and favorable impact on your internal costs (efficiency). With Financial suite© budget you can run your budget as a project, it supports 4 budgets (year 1 year 2 year 3 and an overview).

With the1 click install, both components will be part of your SharePoint environment, ready for operation.

In a nutshell?

See the total impact of Financial suite® in 5 slides: click here