Management Reporting

The Management Reporting module combines Excel based budgeting, budget upload to Enterprise and a flexible report writer; so your finance team spend less time collating information and more time analysing it to produce insight into your business

Customised Excel based budgeting templates can be designed to match your specific budgeting requirements, and distributed to the finance and account management teams for completion.

These separate Excel budgeting sheets are then uploaded (with validation) for storage into Enterprise to produce a single consolidated budget for planning and management reporting purposes. Multiple original budgets and revised forecasts can be created and stored in the system.

The GL Management Report Writer allows the creation of customised financial reports; users can design their own layouts and define data definitions to produce reports that match their financial analysis and management reporting requirements.

The categories of reports currently available are:

• Profit and Loss reports including Budget/Forecast data

• Balance Sheets including Budget/Forecast data

• Client Billing and Income Reports including Budget/Forecast data

• Client Profitability Reports

Time budgeting extensions to Management Reporting for fixed fee client budgeting are coming soon!