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Advanced Budget Preparation

Advanced Budget Preparation is a MicroFund™ add-on module that supports a more detailed budgeting process than MicroFund™ itself. The primary purpose of the software is to support the interactive nature of your budgeting process. If you need to view several iterations of the budget, compare budget figures, and enter detailed descriptions for each budget request, Advanced Budget Preparation will save you time and improve the quality of the final budget.

With Advanced Budget Preparation, you can maintain a budget for each step of the process. Budget phases are determined by you and can include a departmental request budget, a Budget Officer's budget, council's budget, preliminary budget, Mayor/Supervisor's budget and an adopted budget. The software allows you to maintain revisions at each of these phases, and prepare and present alternative budgets at any level. You may also create budgets for multiple years without adopting future years.

The multi-user version will allow several individuals to work on the budget simultaneously. Budget responsibility rules allow accounts, departments and funds to be accessed only by authorized users. When the final budget is adopted, the budget information is automatically transferred to MicroFund™. At that point, the budget is closed and subsequent changes must be made using the budget revision process.

Order Budget Builder for integration with MicroFund™ and eliminate the use of multiple spreadsheets and the constant reentering of data.

Capabilities & Advantages

  • Maintains multiple budget phases/levels

  • Allows online budget request entries to be restricted at the account, fund or department level
  • ASCII import and export of budget data
  • Detailed notes for every budget line item
  • Simple budget simulations
  • Adjustment tracker by percentage or amount
  • Add new GL accounts without making them visible to current chart of accounts

Reports & Output

  • Flexible Budget worksheet

  • Prior year vs. current year budget comparison for any level
  • Budget Comparison Graph
  • View multiple revisions for any phase
  • Uncompleted budget lines

 

 



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