Budgets & reporting
Description
Reporting and budgets are closely related. They represent the analysis of the past, present, and future, in different forms, and also include all other types of analysis which are necessary for managing a company.
The reporting function allows you to present amounts in a different way than in the original bookkeeping: for ex. in a different reporting currency, or in the form of reports containing figures and text.
Main product qualities
- Comparative survey: past, present, and future.
- Permanent, up-to-date analyses.
- Optimal decision-aiding instrument.
- Simple to use.
- Fully integrated to Win€UR Accounting
- Reports in Excel-, email-, PDF form, etc.
- Consolidated reports (multi-companies)
- Budget structure based on accounting plan, or independant
- Several independant budget structures (f.ex. one following the accounting plan, and the other one not)
- Detail of functions
- Comparisons of balances and movements can be made on a monthly-, or annual basis, or for different periods.
- Variations are shown as values and percentages.
- Analyses can be drawn up at different levels, i.e.: General Ledger, Clients/Suppliers, and Analytical.
- It will be possible to work with several databases, and to present similar situations in different ways, as well as to personalise presentations according to their recipients.
- High-performance search functions have been provided; these enable you to look-up actual movements, as well as balances.
- The number of different reports allowing you to define the presentation, and , more importantly, the contents of the various accounting statements, is unlimited. It is for instance possible to define the texts,, the outlay (columns and lines), different levels for grouping items, and other functions such as formulas and percentages, for ex. Fixed-page reports include special fields, free-text zones, recovering amounts from the actual bookkeeping, or from other books of account, and results of various calculations.
- The user is in full control of editing, and is able to produce any kind of management report which is needed to control a company.