Planning with segments per sector and branch

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The financial planning by sectors allows you to run budget and income statement forecasts for each sector or branch of the company. It therefore allows you to evaluate the various sectors of the company and understand what contribution each of them brings to the overall activity.

Budgeting with the double-entry method permits you to designate segments as well. When you set the segments for the different sectors, use them when you enter the budget movements and the budget and income statement forecasts will be made available, divided by the different sectors.

The projections are calculated on the basis of the initial balance and the forecasts entered in the Budget table. When a line in the budget is changed , forecasts are instantly updated. You can produce simulations, reassign a payment, add an investment, modify sales and spot how the budget changes.

Values of liquidity can be displayed in several ways.

Chart of Accounts

Segments are set up in the Chart of Accounts. When indicating the segments for the Balance Sheet and Income statement accounts, the balance of the segment will always result as zero in the accounts.

accounts budget accounts sectors

Account card with budget data

With the Account/Category cards command you have the possibility to examine all the movements for each segment in detail.

  • Select budget movements
  • Indicate the required segment.
  • Set the period.
    If you indicate a period that extends beyond the accounting period, the program will automatically switch to Forecasts over several years.
  • If you indicate a group, you will see the movements of all the segments belonging to that group.
  • When you are logged in the Budget table, you can access the cost center tab with a click on the small icon next to the account number.

accounts budget accounts card sectors

Enhanced Balance sheet with groups

With the Enhanced Balance sheet with groups you choose to divide the values into separate columns for each segment. Thus, you dispose of the Balance Sheet and Income statement for each sector.


Accounting report

The Accounting report is similar to the Enhanced balance sheet with groups, with the difference that, the display takes place in columns.

It can therefore be used to display an instant view of the evolution of the segments.

accounts budget report sectors

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