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Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!
Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
Presenters
Rob Bassett | Net@Work
Sales Manager
Mike Fitzgerald | Net@Work
Sage 100 Sales Engineer
180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web Development
& e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer Solutions
Document
Management
Compliance
Solutions:
Sales Tax | Fixed
Assets
Managed Print
Services
Sister Company
Today’s Agenda
• Why Budget?
• Sage 100 Budgeting Tools
• Sage 100 Budget Reporting
• Getting Started & Mistakes to Avoid
• Q & A
External
• Regulatory
• Funding
Why Budget?
Internal
• Planning
• Control
• Evaluate
• Create unlimited Budgets
• Copy from Actuals/existing Budgets,
• Apply % or $ changes
• Revise existing budgets by % or $ amounts
• ProRate Annual Budget
• Consistent % or $ monthly increase/decrease
Sage 100 Budgeting Tools
➢ MS Excel
• Extract Actuals (Sage Intelligence or via ODBC)
• Import new budgets or budget revisions (VI or DataExchange)
➢ External Budgeting Software
• Sage Budgeting and Planning
• Budget Maestro (Centage)
Other Budgeting Tools
➢ General Ledger Module
• Financial Reports (Actual to Budget)
• Budget Reports (by Period)
➢ Sage Intelligence (Biznet, Renovo)
• Compare multiple budgets
• Projected Financials (x months of Actuals and y months of Budget)
• Charts and Graphs
Budget Reporting
Quick peek!
Demonstration
• Budgeting – Art vs Science
• Budget, actual and reporting out of synch
• Overstating projections and understating resources
• Ignoring lag time of revenues
• Forgetting taxes
• Letting budgeting process drag on
Things to Consider/Common Mistakes
Please type in
your questions
Any Questions?
Sage 100 (MAS 90) Live Online Training Courses
Wide Range of Sage 100 Course Topics!
Register on our website:
www.netatwork.com/events
Gain knowledge about Sage 100 or
business topics important to you
without committing a full day or more!
Stephanie Davis
804.298.3812
sdavis@netatwork.com
Pat Russo
646.293.1767
prusso@netatwork.com
Shaun Garrity
781.713.0817
sgarrity@netatwork.com
Lisa Margolies
Sage 100 Consulting Manager
646.293.1771
lmargolies@netatwork.com
Rob Bassett
Sales Manager
804.298.3813
rbassett@netatwork.com
Thank You For Attending!
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Connect with
Contact your Net@Work Account Manager for any questions or concerns.
…or you can reach out to us via the information below!

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Sage 100 and Budgeting

  • 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
  • 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
  • 3. Presenters Rob Bassett | Net@Work Sales Manager Mike Fitzgerald | Net@Work Sage 100 Sales Engineer
  • 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Compliance Solutions: Sales Tax | Fixed Assets Managed Print Services Sister Company
  • 5. Today’s Agenda • Why Budget? • Sage 100 Budgeting Tools • Sage 100 Budget Reporting • Getting Started & Mistakes to Avoid • Q & A
  • 6. External • Regulatory • Funding Why Budget? Internal • Planning • Control • Evaluate
  • 7. • Create unlimited Budgets • Copy from Actuals/existing Budgets, • Apply % or $ changes • Revise existing budgets by % or $ amounts • ProRate Annual Budget • Consistent % or $ monthly increase/decrease Sage 100 Budgeting Tools
  • 8. ➢ MS Excel • Extract Actuals (Sage Intelligence or via ODBC) • Import new budgets or budget revisions (VI or DataExchange) ➢ External Budgeting Software • Sage Budgeting and Planning • Budget Maestro (Centage) Other Budgeting Tools
  • 9. ➢ General Ledger Module • Financial Reports (Actual to Budget) • Budget Reports (by Period) ➢ Sage Intelligence (Biznet, Renovo) • Compare multiple budgets • Projected Financials (x months of Actuals and y months of Budget) • Charts and Graphs Budget Reporting
  • 11. • Budgeting – Art vs Science • Budget, actual and reporting out of synch • Overstating projections and understating resources • Ignoring lag time of revenues • Forgetting taxes • Letting budgeting process drag on Things to Consider/Common Mistakes
  • 12. Please type in your questions Any Questions?
  • 13. Sage 100 (MAS 90) Live Online Training Courses Wide Range of Sage 100 Course Topics! Register on our website: www.netatwork.com/events Gain knowledge about Sage 100 or business topics important to you without committing a full day or more!
  • 14. Stephanie Davis 804.298.3812 sdavis@netatwork.com Pat Russo 646.293.1767 prusso@netatwork.com Shaun Garrity 781.713.0817 sgarrity@netatwork.com Lisa Margolies Sage 100 Consulting Manager 646.293.1771 lmargolies@netatwork.com Rob Bassett Sales Manager 804.298.3813 rbassett@netatwork.com Thank You For Attending! 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with Contact your Net@Work Account Manager for any questions or concerns. …or you can reach out to us via the information below!