Questions, answered

Click Get started, then use Proto to configure Financial Planning & Analysis for your business. Begin with one organization, a planning period, cost center plan lines and the people who own approval and period review.

Yes. Budget vs Actual ranks cost center variance and opens the plan lines behind each total. Agree the source of actual amounts before using the comparison in a decision.

Finance Leader reviews a plan in in review and uses Approve Plan. The action records a review decision and operation receipt.

An invalid plan transition is refused and records a Skipped operation result. Review the plan status and receipt before trying again.

Forecast versions link a business partner, driver, organization and owner to a dated term. The record holds forecast and actual-to-date amounts.

A forecast version marked Hold carries a hold reason. The owner and Finance Leader can review it in Forecast Versions On Hold.

Advance Accounting Period moves Draft to Validated and then Validated to Posted. Each action records an operation receipt.

Documents link to accounting periods, counterparties and organizations. Their lines and related cash receipts provide the detail behind document totals and balances.

Open Failed Cash Receipts and inspect the receipt’s amount, method, bank reference, business partner and document before resolving the exception.

Review Decisions records the reviewer, outcome and reason. Record Attachments can point to the related parent record and Operation Receipts retain action outcomes.