General Discussions

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  • 1.  Steps for Next Budget Year

    Posted 17 days ago

    Does anyone have DETAILED steps for preparing data for the next budget year?  Very general example below.  Is there a specific order in which to update/load data?  I want to keep 2024 payroll rates with 2024 data, etc.

    Save version of plan scenario to Final Budget 2024

    Load Historical Actual Data

    Update COGS, Payroll Rates

    Update Unmapped Items

    Update Process Variables



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    Janee Baker
    Assistant Controller
    RL Hudson
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  • 2.  RE: Steps for Next Budget Year

    Posted 13 days ago

    Hi Janee

    This varies from client to client as every client has different business processes and different workflow and process flows.  Many items you mentioned above are similar across most businesses.  A quick discussion may help and I can give you some pointers to make your process easier.  We can also work with you on some documentation so you or any of your peers can help for future budgeting process.  Please email me and I can set up a quick call. 

    Thanks



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    Mark Dose
    Delbridge Solutions
    mdose@delbridge.solutions
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