Our application addresses the following needs:

 

1.      To account/budget track multiple companies under one client id, such that a user can access multiple companies’ financial information within a single application and database.

2.      To handle many years of fiscal data.

3.      Allow flexible hierarchical organization level depth support (organization default depth is set at up to 10 levels).

4.      To incorporate scenario/playground/non-production tryouts (What-If).

5.      To track multiple budgets phases, business aspects, or accounting purposes, being user defined and not just for budget, revenue, or expenditure.

6.      To work as a multi-user or single user application.

7.      Allow for linking to Excel templates for Invoices, Payroll and other forms through a template interface identifying the Excel <-> Budgeting/Accounting links/fields.

8.      Allow to link distributed amounts back to a single budget or revenue or expenditure source, ex: car fleet purchase invoice to be distributed among many centers.

9.      To works as a traditional client application - server database application, or as a thin client (Citrix) compatible, such that all data and processing can be optionally run on a server.

10.  Allow user task delegation and task management, such that submission can be passed from user to user for approval before being promoted into the production system. Submission can be merged/combined to see effect of What-If scenarios and group task effort before being promoted to production.

11.  Allow Centers to be classified by various categories, ie. Program/Activity/Sub-activity, Project, or Function.

12.  Allow amounts and personnel/quantity to be classified by various categories, ie. Account/Sub-Account.

13.  Allow yearly amounts to be distributed unevenly into 12 months or 13
4-week periods.

14.  Retain original base amounts, but allow 4 levels of modifications categories/classifications.

15.  Provide means for well-documented amount changes, using comments, messaging, links to various formats, images and documents.

16.  Allow users to examine or search data from many different views.

17.  Allow any report to be Web publish/export into HTML

18.  Allow export and import of Scenarios /Submissions to Excel Spreadsheet. You can also use this to import Actual Expenditures into a Budget Phase called "Actual Expenditures". This allows you to compare budget vs expenditure vs revenues.
This can be used as a bridge to import data from your existing accounting applications.

19.  Incorporate Microsoft Office tools, so that you can link to the database via your own MS Access, Excel, etc to create your own data entry forms or reports.
We provide a subsidized custom reports and forms service to our customers, if you need some additional reports or functions.