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Budget Preparation

Everyone likes options; either export budget details to Excel or work directly within the application. This can be done for all accounts or at the departmental level allowing departmental heads to make notes and add details on any request. The system provides history to assist with forecasting. Requests can be adopted, adjusted or denied based on security levels. All notes and details are stored at the account level. Once the budgeted revenues and expenditures are balanced, the process is complete!