What's new at Expansive this month?
This month, we're excited to introduce our new budget system, with enhanced visibility and automation.
A New Era of Budget Management: Introducing Our Enhanced Budget System
We're thrilled to announce the launch of our powerful new budget system, designed to revolutionise the way you plan and manage your finances. This innovative system offers a range of features that will streamline your workflows and provide greater control over your budgets.
A Fresh Approach to Budgeting
Gone are the days of navigating complex settings screens. Our new system offers a user-friendly interface that empowers you to effortlessly create and manage budgets. You can now define high-level budget details, such as descriptions and restrictions, and establish budget cycles that align with your financial year.
Budget Cycles: A Structured Approach
Budget cycles are the backbone of our new system. Each cycle encompasses granular information, including totals, overspend, and financial periods. With our advanced recurrence rules, you can automate the creation of future budget cycles, saving you time and ensuring consistency. You can even choose to be notified before cycles are automatically created, giving you full control over the process.
A Comprehensive Budget View
Our dedicated budget view screen provides a comprehensive overview of all your budget information. Here, you can:
- Tailor Recurrence Rules: Customise recurrence details to suit your specific needs.
- Explore Budget Associations: Easily view associated cycles, work orders, and planned work schedules.
- Clone Budgets: Quickly duplicate existing budgets, including their cycles and recurrence rules.
Bulk Import and Export for Efficiency
To streamline your budgeting process even further, we've introduced bulk import and export capabilities. You can use our templates to add or update multiple budgets at once, saving you time and effort.
That's it for this month! Be sure to stay tuned for more updates to come.
