Sage CRM Budget Planner Is Compatible With Sage CRM 2020

By | November 30, 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Budget Planner will help you to manage all the budgets and their line items. That’s the reason many clients and organizations use Sage CRM Budget Planner to manage their budgets with line item details.

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Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Budget Planner compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Budget Planner,

Budget Type :
Users can create two types of budgets, either for a person or company.  From the new screen, if the user selects a person it will show budget with person fields. Users can create a budget with Budget Name, Obligated Amount, Award Start Date, Award End Date, etc.

Budget Line Items:
Budget line items help to manage and categorize the budget in different types. Ex. Travels, Expenses, Hardware Purchase, etc. There is a dedicated button on the budget summary to add a new budget line for the specific budget. In this user can allocate the budget amount for particular line items.

Drawdowns:
Drawdown is one of the most important modules in Budget Planner. A Drawdown can be seen as a budget request that must go through the approval process before being paid. Drawdowns are seen as repeatable requests. Users can create drawdowns for budgets month wise also. Also, there is a facility to filter the Drawdown by the Status and Month drop-downs.

Budget Workflow:
Tracking of approvals and denials is an important part of any budget management system, Budget Manager has an integrated workflow that will perform this functionality. This workflow is available on Budget Drawdown, Budget Line summary, and Budget Summary also. From drawdown, users can only approve the particular budget but from budget line summary users can approve drawdowns by their Ref. Also, the budget workflow can easily customizable as per the business requirements.

This how an Budget Planner helps to manage all the budgets, budget line items and drawdowns with the help of predefined modules in it.

Hope this helps!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.