Streamlining Your Budgeting Process - T3 Amplify 2013

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  • 1. Amplify 2013 Streamlining Your Budgeting and Forecasting Process Matthew Adamowicz MAdamowicz@t3infosystems.com Sarah Ziegler sZigler@t3infosystems.com
  • 2. Full Circle Budget Energize Your Excel Based Budgeting
  • 3. Full Circle Budget? Excel add-in that saves budget amounts and comments from Excel directly into /Dynamics GP or SL.
  • 4. Reporting Software Most of the markets leading excel based financial reporting Reporting Tool Built In Budgeting Work with FCB BI360/OSR Jet Reports F9 BizNet Vivid Reports Full Circle Budget works with any financial reporting package that Exports to Excel.  (i.e. FRx and Management Reporter). software don’t address budgeting.
  • 5. Can Budgeting Be Easier? • Do you manually update reports in Excel? • Do you have multiple workbooks linked together  and if one thing is changed it messes everything up? • Do you copy and paste data in Excel just to import  into GP or SL? • Do you spend hours trying to reconcile your budget  after importing?
  • 6. Customer Profile “Full Circle Budget has had an enormous, positive impact for  our company.  It has enabled us to quickly and accurately  automate our Excel budgets to GP.  It is a wonderful product  and I can’t say enough positive things about it!”   Felicia Morrisey, Vice President Problem:  Budgets for 26  departments in Excel was taking too  long to copy, paste, verify, import  and tie out numbers in GP.  Taking  about a week to do this. Result:  After implementing Full  Circle Budget, they can now update  fiscal year budgets for all 26  departments in 15 minutes. Microsoft Partner:  IBG
  • 7. Features • Budget in a format designed by YOUR company • Supports multiple budgets in same worksheet and  detail line item budgeting • Supports two comment/description fields per amount • Save budget amounts in real time or batch mode • Full audit trail of all budget updates and errors • Automatically create new accounts in GP
  • 8. Benefits • Easy to configure – budgeting in just a few hours • Streamline budget process – data updated directly • Eliminate complex budget workbooks and  workbook linking – utilize GP/SL and financial  reporting software • Control over budget entry and updates – password  protect worksheets, lock budgets, audit log • Affordable and simple
  • 9. How it Works
  • 10. How it Works Dynamics  GP/SL Excel  Template Budget  Entry
  • 11. Demo
  • 12. Thank you.Any questions? Matthew Adamowicz Email: madamowicz@t3infosystems.com