Create a budget using your Sage Intacct Planning data

Deciding on how to build your budget is usually a cumbersome task. But, by using the integration between Sage Intacct and Planning, setting up your budget is a lot easier.

Here are the main benefits of creating your budget using your Sage Intacct data:

• Retrieve actuals and budget data from Intacct to populate your budget

• Retrieve your chart of accounts, dimensions, and employee data from Intacct

• Organize the data into a budget structure, based on how you plan to manage your budget

To create a budget using your Sage Intacct data, follow these steps:

• Step 1 - Set your budget properties

• Step 2 - Add dimensions to your budget

• Step 3 - Add employee data

• Step 4 - Map and merge your accounts

• Step 5 - Set up your budget structure

• Step 6 - Import statistical data and select your statistical accounts

• Step 7 - Match your accounts to dimensions

• Step 8 - Populate your data

• Step 9 - Modify your budget structure