Amplify 2013
Streamlining Your Budgeting and
Forecasting Process
Matthew Adamowicz
MAdamowicz@t3infosystems.com
Sarah Zieg...
Full Circle Budget
Energize Your Excel Based
Budgeting
Full Circle Budget?
Excel add-in that saves budget amounts and
comments from Excel directly into
/Dynamics GP or SL.
Reporting Software
Most of the markets leading excel based financial reporting
Reporting Tool
Built In
Budgeting
Work with...
Can Budgeting Be
Easier?
• Do you manually update reports in Excel?
• Do you have multiple workbooks linked together 
and ...
Customer Profile
“Full Circle Budget has had an enormous, positive impact for 
our company.  It has enabled us to quickly ...
Features
• Budget in a format designed by YOUR company
• Supports multiple budgets in same worksheet and 
detail line item...
Benefits
• Easy to configure – budgeting in just a few hours
• Streamline budget process – data updated directly
• Elimina...
How it Works
How it Works
Dynamics 
GP/SL
Excel 
Template
Budget 
Entry
Demo
Thank you.Any questions?
Matthew Adamowicz
Email: madamowicz@t3infosystems.com
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Streamlining Your Budgeting Process - T3 Amplify 2013

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Streamlining Your Budgeting Process - T3 Amplify 2013

  1. 1. Amplify 2013 Streamlining Your Budgeting and Forecasting Process Matthew Adamowicz MAdamowicz@t3infosystems.com Sarah Ziegler sZigler@t3infosystems.com
  2. 2. Full Circle Budget Energize Your Excel Based Budgeting
  3. 3. Full Circle Budget? Excel add-in that saves budget amounts and comments from Excel directly into /Dynamics GP or SL.
  4. 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. 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. 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. 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. 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. 9. How it Works
  10. 10. How it Works Dynamics  GP/SL Excel  Template Budget  Entry
  11. 11. Demo
  12. 12. Thank you.Any questions? Matthew Adamowicz Email: madamowicz@t3infosystems.com

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