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Budget

Creating the budget is one of the most time-consuming and detail orientated processes that have to be completed by any agency. The fact that it is an annual task updated with each change in the financial situation as the year progresses adds to the difficulty. The budget process involves many different people within an organization from program managers, fundraising department staff, to accounting and administrative personal. Each department has a unique contribution to the budget. The task of compiling all the input into a format that can be reported on alongside actual activity is not an easy undertaking.

The budget module in Sage Fund Accounting makes this task easier. It utilizes a worksheet format that divides entries into months, quarters or annual breakouts of the amounts entered. Automatic increase or decrease by % or amount of prior entries can be used to create the beginning of the new budget. These entries once verified are transferred into the accounting package for reporting against actual entries in financial statements.

Unlimited Budget Versions
Individual budget entries for specific programs, locations, or funding sources can be consolidated into one total organization wide budget version upon posting. The system can have an unlimited number of complete budget versions for comparison and forecasting purposes. Each budget version can be based on dollar amounts or statistical units. Multiple versions can be reported on side-by-side along with actual figures and variances. When mid-year changes to the budget are made choose to adjust the amount already entered in a cumulative entry or create a new version leaving the original in-tact.

Budget Worksheets
Budget worksheets provided within the software have the look and familiar feel of a spreadsheet. Easily fill the data in worksheet from your Excel spreadsheets with a copy and paste command or fill with last year’s actual data and edit amounts for future anticipated changes. There are a numerous of methods available for editing the worksheet. Amounts can spread evenly across the budget period or entered in individual months. Worksheets values can be changed using % or set dollar amounts to specific line items or across the whole spreadsheet.

Budget Controls
Establishing budget controls causes the system to warn or prohibit actual transaction entries that exceed the budgeted amounts. The transaction amounts are set to check either against specific general ledger accounts or specific funding sources or programs. The limit range can be monthly or total annual budgeted amount. Along with actual amounts entered the qualifying amount can also include encumbrances of future obligations.

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