Overview of the features and functionality of the TRAVERSE Budget Module. 

Free! TRAVERSE Budget Overview

Date: Thursday, May 10, 2018

Time: 2:00 pm - 3:00 pm

Location: Internet

Register for This Class.

Are you creating your budgets in Excel and then re-entering them into TRAVERSE once they are approved? Save yourself the extra time and effort by using Budget Module. The Budget Module allows you to create and maintain your budgets and forecasts using all of the features of Excel, before automatically importing them into TRAVERSE General Ledger.  

You have the flexibility to spread an annual budget evenly over 12 months, based on percentages recorded on the spreadsheet, or based on the actuals in TRAVERSE. 

You can also export actuals (either a full year or partial year) to Excel to begin a new forecast or budget cycle.  
Audit reports are available for the import and export processes, as well as for invalid GL Accounts. 

The application provides complete flexibility for the transfer of data between TRAVERSE GL accounts and your Excel spreadsheet. Multiple Excel columns and rows may be placed into a single GL account when importing and multiple GL accounts may be summarized into a single cell on the spreadsheet when exporting.  Mapping tables define the structure of the Excel spreadsheet. The GL account segments may be entered into the mapping table or entered directly into Excel with the associated data. 

This overview is free to all attendees.

Sign up for a Free Demo to view our award-winning products such as Abila or TRAVERSE software.

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Upcoming Events

TRAVERSE Interactive Views Training Tuesday, November 20, 2018

Tuesday, November 20, 2018
2:00 pm - 3:00 pm
Internet
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Wednesday, November 28, 2018
3:00pm - 4:00pm
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TRAVERSE Year End Training (AP/AR/GL) Tuesday, December 11, 2018

Tuesday, December 11, 2018
2:00pm- 3:30pm
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