Many companies create budgets and forecasts. These processes are often a combination of exporting data from one or more systems, importing or keying it into Excel, and then sharing Excel files with colleagues and department managers. When trying to update your plans, these manual processes can be burdensome. This webinar will show examples of a cloud-based budgeting solution that enables companies to import data from various systems, create templates for multiple types of data such as General Ledger, Payroll, and Revenue, and enter the information using browsers. The webinar also will illustrate how you can create multiple process flows and use workflow to manage the planning process.
Upon completion of this program, participants will be able to:
- Explain how to use a cloud-based budgeting solution to create planning templates
- Discuss how to enable users to enter data using templates
- Explain how planning processes and workflow can be used to facilitate planning processes