November 17th, 2022

Toggling a budget-only view within Joiin

In the final of three blogs popping the hood of our platform, we look at how you can now toggle a budget-only view of your data.

Budget-only view

Using our new budget-only toggle, you now have more options when displaying budget data.

You can select which budget columns you want to display, such as budget value, variance amount or variance percentage.

Eliminations at the company level within Joiin

“Being able to display budget values only gives you a powerful way to plan and view consolidated budgets.”

What does our budget-only toggle mean for you?

Being able to display budget values only gives you a powerful way to plan and view consolidated budgets.

It’s a feature we decided to implement following lots of feedback, with the use case for seeing a consolidated budget presented to us by various customers. For example, one told us that, when preparing a consolidated budget, they fully consolidate over ten entities, with budget setting typically done months ahead of the start of the year when there are no actuals. So, seeing a budget as is would be a great help.

Another customer asked for the ability to print the monthly budget in a customised format when working within a customised P&L, which would assist when planning budgets for the upcoming year and when presenting to the board, shareholders, and managers, for example.

The great news is that you can now share budget-only views and forecasts within Joiin’s report packs to distribute amongst your stakeholders.

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Read our first two blogs in this series on setting a base currency when working with foreign exchange rates and eliminations at the company level.

Don’t hesitate to contact us if you have suggestions about what our platform could do better.

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