Serenic BudgetVision

Serenic BudgetVision is budget management software for nonprofit organization with web portal access and is integrated with Serenic Navigator and the Serenic Software Suite.

 
  Serenic BudgetVision enables you to manage your entire budget lifecycle by offering a budget preparation and monitoring tool that provides real time access to budget information. BudgetVision simplifies your budget cycle with a centralized administration defining global setting, which thereby allow departments to submit concise, transparent, and flexible budgets, or subplans, from day one.
Streamlined Budget Preparation

BudgetVision, fully integrated with Serenic Navigator's G/L, offers an automated budget preparation tool with the following features:

  • Subplans provide a simplified Decentralized Budgeting Process by distributing the budgeting to different Department and/or Program Managers, restricting access to only their fund, dimensions and G/L accounts.
  • Calculations & Assumptions can be assigned to multiple subplans, ensuring consistent calculations and “what if” scenarios across departments, and improving accuracy.
  • Spread Methods can be applied to any line so that the system automatically takes the amount entered or calculated and spreads it across the budget periods accordingly.
  • Multiple Currency Codes give you the choice of what currencies to use within budgets, and how the currencies are converted.
  • Approvals, defined by the administrator, give you the flexibility to assign up to 10 approvers on a subplan before posting to the G/L.
  • Integrated Budget Preparation lets you pull existing data from your G/L, keeping accounts and dimensions in synch, and leverages your existing user setup and securities.
  • Multiple Version Creation gives the preparer multiple options for defining the starting point for a new budget, i.e., another version, historical actual or budget amounts, or zero.
  • Budget by Quantity lets you budget units of measure and amounts rather than just totals, so transactions are more detailed and transparent.
  • Multi-Year Budgets allow you to set up transaction-based budget tracking across fiscal years.
  • Justifications give the preparer the opportunity to make notes on the specific G/L account or worksheet entry, eliminating the need for extraneous email correspondence.

Improve Budgeting Processes, Measure Results

BudgetVision's robust, Microsoft-powered functionality empowers budget management and staff to be more effective, streamline processes, and measure results. Seamless integration with Serenic Navigator allows for automatic synchronization of budgeting and financial information.

Want to see Serenic Navigator for Microsoft Dynamics NAV in Action? Contact us today!
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