Budget Plans
Period-based expense or income budgets, with lines classified by cost center and budget type. You define budget types to match your organization.
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Module Detail
Add-onBudgeting
Set up the period's expense and income budgets as plans and track actuals automatically as spending happens. Commitments from open purchase orders are deducted too, so the available balance per line is always current. An amount that strains the budget warns you as early as the purchase requisition. A flat-priced add-on, independent of user count.
Key capabilities
Commitment + Actuals Tracking
Next to the planned amount, each line tracks commitments (open orders) and actuals separately; the available balance nets off both. You see deviations without waiting for period end.
Budget Warnings In Purchasing
A purchase requisition selects its budget plan and line; if the requested amount strains the budget, the record is not blocked — a warning appears and you continue with an informed approval. The hard budget check happens at order time.
Budget Report
Plan, actual and variance in one report, with a department breakdown showing at a glance which unit is over budget and which is under target.
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