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Overview of Group Financial Planning module

Updated over 2 weeks ago

The Group Financial Planning module allows you to:

  • Prepare Group Budgets using Group Reporting Template formats (for Profit and Loss Account and Balance Sheet)

  • Prepare Group Budgets split by Group Class

  • Prepare stand alone Group Class Budgets

  • Merge Group Class Budgets to create an overall Group Budget

In each case, Budget data for the period (monthly, quarterly, semi-annually or annually) is entered into the GATHER Platform (rather than being extracted from Xero or QuickBooks).

Users can track Budget vs Actual performance in the Reports tile of the Group Financial Reporting module.

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