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  • Monitor the Status of the Budget Process

    Your CFO knows the budget process is behind schedule and wants to update the Board's Finance committee.You can give him an up-to-the-minute status report, quickly and easily, if you have Kreg's Summary Reporting feature in EnterpriseVision.. This feature allows managers, directors, VPs and Finance staff to quickly see status reports of budget requests any time during the process. These amounts can be viewed based on budget request status (submitted, not submitted).

    An example of the summary information is shown below in Figure 1. What the user sees is limited to the user's specific access permissions set in system security. In this example, the budgets have just been published so no budget requests have been entered at this time: note the Budget Request column is empty.

    Figure 1

    Sample Status Report as Originally Published


    FOTM 2016 07 Fig1


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