Budget Preparation

Budgeting Specifically Designed for the Unique Needs of Not-For-Profit
Organizations, Cities, Towns and Counties, Governmental Agencies
and Schools.

If you’ve tried to prepare budgets for a not-for-profit organization or governmental entity using software built for the for-profit sector, you know it can be frustrating and time-consuming. You have considerably more restrictions on how and where money can be spent. You need flawless audit trails. And you need to collaborate with a large number of people, sometimes in different parts of the world.

® FundWare’s Budget Preparation module was built with your needs in mind. Budget Preparation works within FundWare®, while allowing you to export and import from the popular and familiar Microsoft® Excel® spreadsheet. This makes developing budgets and transferring data back to your ledgers much simpler. You can develop and save multiple budget scenarios. And of course, the entire process features the ease-of-use and powerful functionality for which FundWare is known.

Budget Preparation is a state-of-the-art solution that lets you:

• Create budgets by program, grant, department, cost center or any other designation. Managers easily create their own budgets; while senior management reviews, consolidates, and modifies information for organization-wide reporting and central approval

• Budget for multi-year grants and programs in addition to your annual financial budget. FundWare Budget Preparation allows you to simultaneously budget for various periods and objectives

• Manage unlimited budgeting cycles, allowing simultaneous modification of the current year’s budget and posting of next year’s projected budget

• Transfer budget data both to and from Microsoft Excel for modifications and distributions

• Consolidate spreadsheets created by managers for organization-wide review and modification

• Post automatically to FundWare General Ledger and Project Grant modules, creating detailed budget transactions for powerful online budget control and reporting with full audit trails

• Connect remotely over the web through Microsoft® Terminal Server or Citrix® Metaframe™ environments

Gain Total Control of Your Budgeting Process
FundWare’s Budget Preparation module is unmatched for power and ive functionality.

Base Your Budgets on Historical Data for Any Time Period
The Budget Preparation module allows you to pull historical data from the General Ledger or Project/Grant into an independent Microsoft® SQL database. Once your budget is approved, it can be easily posted back into your ledgers.

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