All features

Budgeting

Budgets in and out of Excel

Anyone who planned in Excel so far brings the numbers along instead of retyping them, and can take them back out at any time.

The budget grid in Invoisary with annual values per group, the basis for Excel import and export.

What is included

The way out of the spreadsheet, and back into it.

Import budgets from Excel, export them back, and open the invoices behind any budget limit.

Import

Budgets are imported from an Excel file, optionally after clearing the existing limits first.

Export

The finished budget goes back out as an Excel file, for instance for reviews outside the system.

From figure to document

From a budget limit you can export the list of invoices that produced the value.

More in the same area

Budgeting

Budget planning in Invoisary: cost center groups with monthly values, limits and colour-coded variances.

Budget and planning

Plan annual budgets and see plan-versus-actual variances early.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.