This process will populate an Excel spreadsheet with historical data that you can edit to create a budget for each year. The data is stored in our tables and available in our Power BI dashboards, eViews etc. Budget by month, by branch, by Dept, by GL code, you decide how detailed you want it to be and how many budgets you want for each year.
If you already have a budget in Excel this should take less than 15 minutes to implement.
Use for Power BI Reports - ID770 Financials provides Budget Analysis and Budget to Actuals. If you are new to eAutomate use a budget to see historical numbers.
ID # | Description | Notes | Required |
---|---|---|---|
ID770 | Power BI Financial Insights Report | No |
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