Create budgets by
program, grant, department, cost center
or any other designation. Managers
easily create their own budgets; while
senior management reviews, consolidates,
and modifies information for organization-wide
reporting and central approval.
Budget for multi-year grants and programs
in addition to your annual financial
budget.FundWare Budget Preparation
allows you to simultaneously budget for
various periods and objectives.
Manage unlimited budgeting cycles, allowing
simultaneous modification of the current
year’s budget and posting of next
year’s projected budget.
Transfer budget data both to and from
Microsoft Excel for modifications and
distributions.
Consolidate spreadsheets created by
managers for organization-wide review
and modification.
Post automatically to FundWare
General Ledger and Project Grant modules,
creating detailed budget transactions
for powerful online budget control and
reporting with full audit trails.
Connect remotely over the web through
Microsoft® Terminal Server or Citrix® Metaframe™ environments.
Pull historical data from the General
Ledger or Project/Grant into an independent
Microsoft® SQL database. Once your
budget is approved, it can be easily
posted back into your ledgers.
Stay up-to-date using historical information
imported from your ledgers and work with
that data using simple, spreadsheet-style
worksheets. Data can be refreshed from
your ledgers at any time, so you’re
always working with the latest numbers.
Define worksheets to meet
your needs. Each user can build worksheets
that are customized to their specific
needs. Additionally, users can save up
to 99 versions of each worksheet, providing
a valuable audit trail of their entire
budgeting process.
