Sage Intacct Planning: budgeting for employees

AVT Team
May 6, 2020
Est. reading time
5 min read
ERP Systems & Solutions
Financial Leadership & Strategy
Tips, Tricks & How-To’s
Sage Intacct
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Table of contents

There are many factors, such as budgeting for employees, that have to be taken into account when choosing budgeting and planning software.

Top consideration

The first major step is making sure that your budgeting system can integrate with your accounting. Approximately 90% of businesses with between 50-200 employees use Excel or similar tools to plan their year. They find themselves with spreadsheet formula errors, bad analysis, and crazy formulas that crash computers.

For Sage Intacct users, Sage Intacct Planning is a no-brainer. It is built by Sage Intacct to work directly with their award-winning mid-market cloud accounting system, so there is no disconnect.

Frequently asked questions

When we get questions around the budgeting and planning module, they tend to focus on employee management. Businesses want to know how easy it is to handle things like pay schedules, raises, and benefits. So our CFO, Dave took it upon himself to make a demo video, just to answer those need-to-know questions.

How it works

In the video, Dave highlights just how easy it is to do all of your budgeting for employees right within Sage Intacct. No external software needed. You'll learn how to:

  • Easy navigation throughout the module
  • Dynamic dashboards
  • Setting salary and wages
  • Setting yearly wage increases
  • Adjusting wages for departments vs individuals

Need some tips on how to get your budgeting back on track? We can help! Book a free consultation. Again, all of our work can be done 100% remote. At Alta Vista Technology we take pride in being part of your solution.

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