Dynamics NAV Budgeting

Create an itemized estimate for expected income and expenses for a given period in the future. Plan your operations and account for your investments with an accurate and informed account of your firm’s position. You can attach an infinite number of dimensions to your budget entry with any level of detail necessary to strategically manage your business. You can allocate budgets on total accounts, create specific sub-budgets, and monitor how specific units are performing according to their individual budgets.

Create Sub-budgets

Create very specific “sub-budgets” within an overall budget, such as a sales budget for a particular customer target group per department over a specified period.

Quick and Efficient Budgets

Create budgets quickly and efficiently by copying budgets from previous periods to a new period using an adjustment factor. The adjustment factor can be applied to both G/L entries and G/L budget entries.

Excel Usability

Exporting budgets to Excel and importing adjusted budgets back into Navision gives you the flexibility to distribute your budgets easily in the form best suited to your organization.

Multiple Budgets

Have as many budgets as you want and of any period length, with the level of detail necessary to direct and control your business. Attach an infinite number of dimensions to each budget entry.

Create Organized Budgets

Create and maintain budgets in an easily comprehendible matrix form.

Monitor Budgetary Performance

Investigate budgetary performance using account schedules and specific budget reports.

Allocate Budgets

Allocate budgets on total accounts, for example, on accounts where a monetary ceiling has been set but no specific expenditures have been identified as yet.