Work Flow

work moves forward in a step-by-step fashion. You define the steps, our software tracks them.

Example budget process

A company with an annual budgeting process might use the following sequence of steps repeated across many organizations to roll up a cash flow forecast: Extract previous year's line items Apply dollar deflator to find constant dollars Prepare description for each continuing line item Show project plan for each project line item Combine project and continuing line items Roll up all departments to determine company cash expense forecast Evaluate revenue projections, determine net earnings Determine any changes needed Notify the departments Department revise all inputs Repeat 6-8 until no changes needed