Best Budgeting App 2024

 

Best Budgeting App 2024

Prospero Budgeting is America's Best Budgeting App for 2024! This Cloud ERP Budgeting Solution integrates with Acumatica - The Cloud ERP - for easy budget and forecast input screens, instant consolidations, historical tracking of account balance changes, built-in templates for payroll budgeting and capital budgeting and a ton of other great features. Let's talk about a few of these great features:

 

Dynamic Report Data including Account-Level and Transaction-Level Details

Prospero Budgeting allows for instant reporting of budget and forecast data against all other data sets contained in Prospero's SQL database. All of this report data may be reviewed in numeric report formats as well as in charts and graphs. Drilldown is available to account-level and transaction-level details. Also, any report data may be summarized by any companies or chart of account dimensions to quickly see where the major revenue and expenses are posted.

 

 

Quick Additions for Line Item Detail Input Rows

Prospero Budgeting offers quick additions for Line Item Detail input rows. Individual Budget Managers may add as many rows of Line Item Detail input rows to an account as needed without asking the Budget Administrator to make any input template changes for them and without causing any problems with consolidations. 

 

Input Templates for Payroll and Human Resource Details

Each installation of Prospero Budgeting includes input templates for budgeting Payroll and Human Resource details. Prospero allows Budget Managers to plan for existing employees' and new hires' wages, bonus payments, commissions, overtime, pay rate changes, taxes and benefits. 

 

Input Templates for Capital Asset Additions

Prospero Budgeting comes with input templates for budgeting Capital Asset Additions. Budget Managers just have to add descriptions, purchase dates, depreciation start dates, asset costs and the number of items in order for Prospero to book the asset cost to the cost account and project depreciation expense. 

 

Best Budget App 2024

The features listed above place Prospero Budgeting as the Best Budgeting App for 2024. Instant consolidations, customizable input templates, annotations, centralized security, quick support team response times and a real-time integration to Acumatica - The Cloud ERP strengthen this position. Email or call for a personal demonstration and no-obligation free quote today.

 

 

Acumatica ERP Financial Data Analysis

 

Acumatica ERP provides the tools you need to analyze your organization's operational data. This video is an overview of analysis options for Acumatica data.

All datasets (actuals, budgets, forecasts, statistics, etc.) are available for review in numeric report format as well as in charts and graphs for accurately visualizing data. Drilldown is available to account-level details and transaction-level details. Full Account Detail Views allow all account-level details to be displayed on a single screen for any numeric report format. All data may be summarized on-the-fly by company, dimension, segment or any component of the Acumatica Chart of Accounts. Multiple dashboard components may be included in Report Collections and generated at any time. Free 30-day trial sites are available along with no-obligation quotes. Email noah.moseley@msxgroup.com directly with questions. #acumatica #acumaticaerp #acumaticasummit #acumaticabudgeting #acumaticaforecasting #acumaticademo #acumaticafinancialdataanalysis #acumaticachartsandgraphs

Acumatica ERP Financial Reporting Overview

 

Acumatica ERP Financial Reporting is vital in analyzing your organization's operations and is integral in the easy generation and secure distribution of boardroom-quality financial statements including income statements, profit and loss statements, balance sheet statements, cash flow statements, trial balance statements and other reporting schedules.

All reports generated by Acumatica ERP Financial Reporting may include drilldown to account-level details and transaction-level details. Account balances may be summarized by company or any other related segments or dimensions for analysis. Export options are available to Excel, PDF, Print or Published Reports (ideal for archiving report balances and details to safeguard against historical changes to Acumatica data). All report data may be viewed in numeric report format or as built-in, dynamic charts and graphs. Balances are instantly consolidated based on summary Trees and available for consolidated reporting with comparison against actuals, prior budgets, prior forecasts and any other dataset stored in the SQL database. Free 30-day trial sites are available along with no-obligation quotes. Email noah.moseley@msxgroup.com directly with questions. #acumatica #acumaticaerp #acumaticasummit #acumaticabudgeting #acumaticaforecasting #acumaticademo #acumaticafinancialreporting

Acumatica ERP Q2 Forecast Setup

Acumatica ERP Budgeting and Forecasting is important in determining your organization's operations into the upcoming year or even next several years. This video reviews setup steps for the Q2 Forecast for Acumatica. Setup steps are quick and easy with turning on the Forecast Book Code for input for the new year, updating the year and period references on the Forecast Input Definition and using the Copy Plan Wizard to copy the Original Budget account balances to the Forecast Book Code. The Copy Plan Wizard also allows copying of Human Resource (Payroll) Details, Line Item Details and Capital Details. Free 30-day trial sites are available along with no-obligation quotes. Email noah.moseley@msxgroup.com directly with questions. #acumatica #acumaticaerp #acumaticasummit #acumaticabudgeting #acumaticaforecasting #acumaticademo

1-On-1 Demo of Financial Reporting and Budgeting for Acumatica

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Acumatica ERP Budgeting and Forecasting

 New video posted by Noah Moseley (noah.moseley@msxgroup.com) on budgeting and forecasting for Acumatica:

This video for Acumatica looks at budgeting and forecasting from the budget input user's perspective. This includes the main input screen for account-level input, copy/paste options, adding notes, line-item detail entry and instant consolidation and immediate reporting against other data sets such as actuals, prior budgets and forecasts.

Input templates are also discussed for budget Human Resource details for existing employees and new hires for the upcoming budget or forecast term. All payroll data of existing employees is easily imported from an Excel spreadsheet. Human Resource input templates allow for calculating wages, bonus payments, overtime, commission payments, pay changes, taxes and benefit amounts. Employees may also be allocated across multiple departments, locations, companies, etc. Capital input templates let budget users plan for new assets, book the cost to balance sheet accounts and project depreciation expense for these new assets.

All changes are tracked in history so that the user who made the change, the date and time of the changes and the balance changes are all recorded in the budget database.

#Acumatica #AcumaticaERP #AcumaticaBudgeting #AcumaticaForecasting #AcumaticaSummer

Hiring Acumatica ERP Consultants

 

Are you an Acumatica consultant looking to join an Acumatica Partner Firm? Are you an Acumatica Partner Firm looking to merge with another Acumatica Partner Firm? Let's talk about options.

Email noah.moseley@msxgroup.com directly with questions.