When creating a budget, importing source data is the first step to success.
XLReporting enables you to effortlessly import student, employee, and financial
data, assets, and budget paramaters. Connect to leading systems such as Exact,
AFAS, Twinfield and more. Save time and minimize errors through seamless
integration.
Discover how easy it is to manage your data.
Estimate the government contribution based on the number of pupils/students and the associated rates.
Manage personnel costs by planning staffing.
Plan and manage investments and depreciations efficiently.
Anticipate other income and expenses for a complete picture of your finances.
Estimate the effect of windfalls or setbacks on the budget.
Follow the budget process by monitoring the status.
You want to be able to view and analyze your budget from all angles. Analyze income,
expenses, and investments at the general ledger and team level. View the deployment
of educational staff in relation to student numbers. Compare results from different
educational teams side by side.
Generate a professionally formatted budget
summary for management.
After the budget has been approved, it is time to make a multi-year estimate and
monitor the realization during the budget year. Make a multi-year estimate for your
educational institution based on various drivers. Import the realization of the
formation from your HR system and analyze the deviations from the budget. Import the
realized financial transactions from your accounting system and forecast the
current year.
Report on the forecast and give your
management tools to make data-driven decisions and adjustments.
The ability to consolidate partial budgets into one overall budget
in one workflow has saved us much time. Using parameter sheets to calculate our
total budget makes the process easy and leads to accurate results.
Wynand Platzer
Director of Operations
Education,
1001-2500 employees
https://www.dcterra.nl
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