Financial suite > MY Dashboard
MY Dashboard
On this dashboard all tasks of all planning and control processes such as budget, forecast and report completion have been brought together. The user only sees the tasks assigned to him or her. You see when you must start a task, and see the task content and when these tasks must be completed/delivered. Days of task management by Excel sheets are over!
"My dashboard displays the links to the document websites per activity such as budget, reporting and forecast. MY Dashboard provides a team calendar, accounting manual, guides for installation and PowerPoint presentations for deploying Financial Suite in your organization.
Internal control and external auditing
All tasks are based on internal control and external auditing experiences of a number of people and organizations. They contain i.e. monitoring, analyzing and mitigating controls. These tasks can be displayed in Gantt chart, calendar and reporting format.
Interested?
Do you need more information please contact André on +31+625016829 or use the contact option.
Manage your budget as a project with this task list.
Preparing a budget is a team project, handle it with our collaboration tool for teams.
Imagine your budget process. You take last years budget folders, excel task lists and start all over again. Making the same mistakes, make some new mistakes and all tasks piling up to a large to do list. Make managing your budget a team effort using Financial suite® SharePoint as the platform for your collaboration. Built by a team of financials, dot net and SharePoint developers, gives you the best of breed product for this solution.
80% - 90% of budget preparation is generic!
We have incorporated this in our task lists, within hours you can amend this list to fit your organization's budget tasks. You can benefit from our experience in this process which we have done over and over again for many, many years within many types of businesses. This task list contains over 60 generic tasks for any organization.
Share and save.
The task list is easy expandable and adaptable to your organization and it is a great time saver for your organization when you use this task list in conjunction with our budget website.
Task logic is connected to document logic
Monitoring the budget cycle as a project has been made easy. The task coding runs in parallel with the coding of the saved documents and files. This results in easy track and trace of task and document completion. A Gantt chart is available to have an overview of the budget progress at a glance. The Excel sheets for the distribution of budget tasks can now be history. This task list, or your own adapted version, is ready for re use over and over again.
Additional information
The generic forecast tasks support preparing and updating the forecast.
The task list for forecast actions and tasks is carefully designed with the knowledge we have built over the years in our planning and control roles. It represents tasks to be completed when preparing or updating a forecast together with workers from other departments. The task lists list is easy adaptable to your own organization.
90 % of forecast preparation tasks is generic!
We have incorporated this in our task lists, within hours you can amend this list to fit your organization's forecast tasks. You can benefit from our experience in this process which we have done over and over again for many, many years within many types of businesses. This task list contains over 60 generic tasks for any organization.
Share and save.
The task list is easy expandable and adaptable to your organization and it is a great time saver for your organization when you use this task list in conjunction with our forecast website.
Task logic is connected to document logic
The set of forecast tasks is fully in sync with the forecast website. The tasks list is easy to amend and adjustable and can absorb the knowledge from your organization. The coding is in line with all other products from the financial suite. The task list is easy to re use over and over again. That is also possible when you have added your own organizational intelligence.
Period end and year end closing task lists are easy adaptable
We have incorporated all generic taks in our task list for the period end and year end closing process. On short notice you can add the remaining 10% of the specific organizational tasks to this task list. This generic task list for period end closing is based on numerous period end performance reports to the board and corporate headquarters.
Auditor's experience
The task list for period end closing follows the auditor's files and has the smart coding system that is applicable for all task lists and libraries in the Financial suite®. You can assign the tasks to persons and track and trace the tasks with Gantt charts, alerts and reporting views. The task list is prepared for re use over and over again.
Share and save
Share your actions with your colleagues and make your period end closing a team effort. This period end tool is synchronized with the "Reporting workspace", e.g. same structure same logic. Easy fits in the structure of this workspace. A real time saver.
The best of internal and external control
The best of controlling and internal auditing combined in this period end closing controls united in this SharePoint list. Controls are categorized in 19 balance sheet categories, 9 profit and loss categories and categories for consolidation, risks and other. Predefined 18 control types and over 125 control actions.
Quarterly and annual external reporting
Based on our experience we recognized the need to support this process with a task list that contains the publishing of 4 quarterly external reports. Starting with the planning of the venue up to the printing and release of the annual report. A report publishing the performance to its shareholders and other stakeholders. The associated deliverables for the external reporting have resulted in over 30 tasks from the first draft to the handout of the reports.
Checks and balances per role
This task list contains a quarterly check list and calculated due date option to monitor the progress. Filter options per period, task type etc. complete this list
This SharePoint list also contains options for:
• Actions
• Action roles
• Tasks