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- Financial Planning & Analysis
- Connections
Connections
Agree the source of actuals, documents and cash before relying on comparisons.
- Financial Planning & Analysis
- Accounting source
- Document source
- Receipt source
Systems to connect
- Accounting source. Agree how recorded actual amounts reach plan lines and how the organization and period are matched.
- Document source. Map document dates, counterparties, line detail and period references before importing accounting documents.
- Receipt source. Map cash receipt amounts, methods, bank references and document references for collection review.
How connections are governed
Choose an owner for each source and reconcile imported records against that source before using a period total or variance in a decision. Keep the original identifiers and operation results available for investigation. Review implementation for a controlled first cycle.
Set up Financial Planning & Analysis your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.