Invoisary
All features

Budgeting

Budget planning and monitoring

Budgets are grouped by cost center or cost object. Every cell compares plan against actuals, so overruns stand out immediately.

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

What is included

Variances are best seen before the year is over.

Plan annual budgets by cost center or cost object, set limits per time unit, and spot variances early.

Setting limits

Limits apply per group and time unit, weekly through yearly, can be distributed evenly across the year and rolled up into parent groups.

A fast first budget

Create a budget empty, by copying last year's limits, from last year's actuals, or by projecting the current year forward.

Display and warnings

Cells show value, limit, both or the difference. Items over budget are highlighted, and a dashboard widget collects them.

More in the same area

Budgeting

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

Budget import

Excel stays possible, without planning having to end there.

Invoisary

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