{"id":25027,"date":"2020-11-30T16:47:13","date_gmt":"2020-11-30T16:47:13","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25027"},"modified":"2025-01-29T05:15:54","modified_gmt":"2025-01-29T05:15:54","slug":"sage-crm-budget-planner-is-compatible-with-sage-crm-2020","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/","title":{"rendered":"Sage CRM Budget Planner Is Compatible With Sage CRM 2020"},"content":{"rendered":"\n<p>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\u2019s the reason many clients and organizations use Sage CRM Budget Planner to manage their budgets with line item details.<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/06\/error-on-favourites-list-in-sage-crm\/\">Error on Favourites List in Sage CRM<\/a><\/p>\n\n\n\n<p>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,<br><br><strong>Budget Type :<\/strong><br>Users can create two types of budgets, either for a person or company.&nbsp; 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.<br><br><strong>Budget Line Items:<\/strong><br>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.<br><br><strong>Drawdowns:<\/strong><br>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.<\/p>\n\n\n\n<p><strong>Budget Workflow:<\/strong><br>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.<br><br>This how an Budget Planner helps to manage all the budgets, budget line items and drawdowns with the help of predefined modules in it.<br><br>Hope this helps!<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,17,332,339],"tags":[625,732,2010,2050],"class_list":["post-25027","post","type-post","status-publish","format-standard","hentry","category-uncategorized","category-addons","category-sage-crm","category-sage-crm-add-ons","tag-budgets","tag-compatibility","tag-sage-crm","tag-sage-crm-budget-planner"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Budget Planner Is Compatible With Sage CRM 2020<\/title>\n<meta name=\"description\" content=\"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Budget Planner Is Compatible With Sage CRM 2020\" \/>\n<meta property=\"og:description\" content=\"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-11-30T16:47:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-29T05:15:54+00:00\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\",\"name\":\"Sage CRM Budget Planner Is Compatible With Sage CRM 2020\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2020-11-30T16:47:13+00:00\",\"dateModified\":\"2025-01-29T05:15:54+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"description\":\"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sage CRM Budget Planner Is Compatible With Sage CRM 2020\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sage CRM Budget Planner Is Compatible With Sage CRM 2020","description":"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/","og_locale":"en_US","og_type":"article","og_title":"Sage CRM Budget Planner Is Compatible With Sage CRM 2020","og_description":"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2020-11-30T16:47:13+00:00","article_modified_time":"2025-01-29T05:15:54+00:00","author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/","name":"Sage CRM Budget Planner Is Compatible With Sage CRM 2020","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2020-11-30T16:47:13+00:00","dateModified":"2025-01-29T05:15:54+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"description":"Plan budgets effectively! Sage CRM Budget Planner is now fully compatible with Sage CRM 2020, helping businesses streamline financial planning and forecasting.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-budget-planner-is-compatible-with-sage-crm-2020\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Sage CRM Budget Planner Is Compatible With Sage CRM 2020"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/25027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=25027"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/25027\/revisions"}],"predecessor-version":[{"id":25641,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/25027\/revisions\/25641"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=25027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=25027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=25027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}