You can build an impressive distributed fully
functional budgeting system in ten easy steps using the automation
tools available in PerpetualBudget. These are all automated routines
involving the point and click or Interview style graphical interface.
Export the General Ledger Chart of
Accounts from your accounting system to Excel.
Import the file data into PB. Or use the
Data Exchange Wizard to set-up two-way exchange.
Select a repeating data block. Or we'll
design one for you at no charge.
Select the accounts that you want to
project and track.
Enter your organizational structure into
PB using Interview.
Build the budget workbooks. Run pbNOW to
create all required worksheets.
the budget using built-in E-mail features integrated with
Automatically process updates from the
Generate Reports for screen, print, data
and file output.
Maintain the budget system including all
GL interfaces, populated templates and worksheets using the database
storage and restore sub-systems. pbNOW rebuilds and restores on demand.
Sounds easy, doesn't it? Well, we know how
hard budgeting can be but PerpetualBudget makes it easier using tools you
understand. And if you
don't want to work off the accounting structure, skip the first four steps
and enter your account structure directly on the main data collection
Want to construct a more complicated system
combining summary and drill-down detailed templates? Need to involve your
finance team to manage the budget activity? No problem! Would you like to
interface your existing budgeting system to PerpetualBudget? For more
information on PerpetualBudget please