TRAVERSE Budget Module Free Overview

Date: Thursday, August 20, 2020

Time: 2:00pm-3:00pm ET

Location: Internet

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Are you creating your budgets in Excel and then re-entering them into TRAVERSE once they are approved? Save yourself the extra time and effort by using Budget. The Budget application allows you to create and maintain your budgets and forecasts using all of the features of Excel, before automatically importing them into TRAVERSE General Ledger.

You have the flexibility to spread an annual budget evenly over 12 months, based on percentages recorded on the spreadsheet, or based on the actuals in TRAVERSE.

You can also export actuals (either a full year or partial year) to Excel to begin a new forecast or budget cycle.

Audit reports are available for the import and export processes, as well as for invalid GL Accounts.

The application provides complete flexibility for the transfer of data between TRAVERSE GL accounts and your Excel spreadsheet. Multiple Excel columns and rows may be placed into a single GL account when importing and multiple GL accounts may be summarized into a single cell on the spreadsheet when exporting. Mapping tables define the structure of the Excel spreadsheet. The GL account segments may be entered into the mapping table or entered directly into Excel with the associated data.

This overview is free to all attendees.

Sign up for a Free Demo to view our award-winning products such as Abila or TRAVERSE software.

Did You Know?

ABS is proud to have many nonprofit clients in the following fields: 

If you belong to one of these groups, please contact us for more information on customized software solutions designed specifically for you!

Upcoming Events

TRAVERSE Bank Reconciliation Training Tuesday, October 13, 2020

Tuesday, October 13, 2020
2:00pm - 3:00pm

TRAVERSE FREE Overview Thursday, October 22, 2020

Thursday, October 22, 2020
2:00pm - 3:00pm

TRAVERSE Budget Module Training Tuesday, October 27, 2020

Tuesday, October 27, 2020
2:00pm - 3:00pm


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