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Posts Tagged ‘Budgeting’

Take the Pain out of Budgeting while Using Excel

by Mary Schmidt The budgeting process can be complex and, to accomplish what you need, there are several sophisticated budgeting solutions available on the market. A major consideration that is overlooked when assessing these various solutions is the amount of training an end user will ultimately need. This is important to consider when you have […]

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Is Forecasting More Important Than Budgeting?

This article focuses on the importance of forecasting.   I’ve written about Forecasting versus Budgeting before, but in the face of the trend of forecasting becoming more impactful and desirable, I wanted to focus on it in the task of planning.  Is it true that forecasting is the most important process for corporate performance management […]

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First Time at Reporting Implementation? Tips and Tricks!

In this article, we’ll explore the details of preparing for a financial reporting implementation that is a success. In today’s business world, financial reporting is unavoidable.  Whether you’re working with a homegrown Excel reporting process, a legacy software applications, a third party vendor product, or a native accounting tool reporting feature, every company is relying […]

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Microsoft Dynamics 365 has changed the Cloud ERP revolution, but what about your reporting and budgeting?

Microsoft uncovered their cloud-based enterprise resource planning (ERP) system, Dynamics 365, in early November. As a potential business intelligence (BI) customer, you’re probably curious about your reporting and budgeting processes in the context of moving towards a cloud-based ERP system. This article focuses on the next steps to take for your reporting and budgeting in […]

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How Business Intelligence for Microsoft Dynamics GP Benefits Each Department

This article will discuss the benefits of Business Intelligence (BI) for the HR, IT, marketing, and sales departments using Dynamics GP. BI solutions can help you meet department-specific goals in an efficient way. I will cover general departments that you would typically find in a company. Sales A budgeting and forecasting tool benefits the sales […]

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Automatic Spreading Function in Budgeting

This article focuses on budgeting software, particularly the automatic spreading functionality. Budgeting software is one of the most basic tools for handling your money. Think about all of the time and energy your organization allotted to budgeting. If you are working toward a financial goal or you are working with limited money, finding a simple […]

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Budget Import Exception Report a New Feature of Dynamics GP 2016

So you might have read about it from the Dynamics GP 2016 Feature of the Day: the new Budget Import Exception Report. This exception report will print displaying accounts that are not setup in Dynamics GP when importing budgets. Currently, when a Dynamics GP end user attempts to import budget amounts and posting accounts from […]

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Budgeting for Professional Services Dynamics AX Users

Modern budgeting and forecasting tools can help Professional Services organizations streamline, modernize and expand their Dynamics AX planning processes.     Budgeting is typically a challenge no matter your industry, but thankfully it is becoming more user friendly and intuitive because of modern tools to expand your Microsoft Dynamics AX processes.  Planning is just as vital […]

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2016 BI and CPM Trends

This article is all about what’s ahead for Business Intelligence and Corporate Performance Management for today’s businesses in 2016.  Look, the New Year has come and gone, more quickly than the last it seems – and here we are halfway through Q1.  At the end of last year and into the beginning of 2016, there […]

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Professional Services Reporting with Dynamics AX

This article is all about your financial reporting options for Professional Services organizations relying on Microsoft Dynamics AX for analytics and data management. In the modern business culture, perhaps more so for Professional Services teams, a powerful, dynamic financial reporting solution is essential to understanding how you’re doing in today’s marketplace, economy, and your specific […]

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