Bookkeeping & Invoicing
Financial overview, Budget & Forecast
Financial overview, Budget & Forecast is a solution that you can use together with Bookkeeping & Invoicing.
A very useful feature in Financial overview, Budget & Forecast is the possibility to make a Budget. Making a plan of the revenues and expenses over a specified future period of time and compare it to the actual outcome is a great help to notice deviations and act on them in good time. You create your budget under Budget & Forecast in the top menu.
Accounting data is automatically updated once you open Financial overview, Budget & Forecast. The state of the company is then presented by means of simple graphics of
Open Financial overview, Budget & Forecast and export data
Once you open Financial overview, Budget & Forecast i Spiris the accounting data will be transferred automatically.
Working in Bookkeeping & Invoicing and Financial overview, Budget & Forecast without a collaboration
As a user working with your accounting, and without a collaboration with an accounting office, the accounting data from Financial overview, Budget & Forecast will be updated when you or any other user opens Financial overview, Budget & Forecast. The data that will be presented will always be Ongoing accounting, that is both locked and ongoing months.
The accounting data is only transferred when you are logged in, so if you want to get the latest data from your accounting while working in Financial overview, Budget & Forecast, you need to press the Refresh data button in the main menu.
The accounting data is transferred to Financial overview, Budget & Forecast when any user logs in to the solution, no matter if they have access to the accounting or not.
When you start using Financial overview, Budget & Forecast, all accounting data will be imported up until the current date. Unpaid supplier and customer invoices, as well as journal entry attachments are also transferred.
Accounting offices with collaborations in Bookkeeping & Invoicing and Financial overview, Budget & Forecast
As an accounting office it is possible to export data if your customer is using any of these variants of Bookkeeping & Invoicing: Bookkeeping & Invoicing - Accountant access, Bookkeeping, Invoicing, Bookkeeping & Invoicing Basic, Bookkeeping & Invoicing or Bookkeeping & Invoicing +.
The accounting data is only transferred when you are logged in, so if you want to get the latest data from your accounting while working in Financial overview, Budget & Forecast, you need to press the Refresh data button in the main menu.
The accounting data is transferred to Financial overview, Budget & Forecast when any user logs in to the solution, no matter if they have access to the accounting or not.
When you start using Financial overview, Budget & Forecast, all accounting data will be imported up until the current date. Unpaid supplier and customer invoices, as well as journal entry attachments are also transferred.
It is the consultant that decide what accounting data should be visible for the customer in Financial overview, Budget & Forecast, by setting the Display of accounting data in charts and reports that you find under Settings - Report settings.
If Financial overview, Budget & Forecast is used in a collaboration between an accounting office and their client, only the accounting office employees that can upload data from the accounting. This can't be changed from Financial overview, Budget & Forecast.
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Financial overview, Budget & Forecast |
