Buy Back Time with Better, Faster, Easier Budgeting for Microsoft Dynamics GP Zubin Gidwani Founder

As a customer for the last 6 years, I couldn’t find a full featured, easy-to-use, affordable solution. It was easier to build a new product rather than wait for the market to fix the gaps in functionality. Zubin Gidwani Founder, Dynamic Budgets

Budget Repository for reporting Why do you need a budgeting tool? Dyanmics GP has no suitable Budget Entry windows for your line managers to enter their own data directly. Admin only access

Senior financial analysts are chained to their desks and reduced to Excel copy and paste jockeys for 6 weeks Create templates Distribute Collect Track Versions Verify Fix Broken Templates Consolidate Report Rinse and repeat until Board Approval  The analyst is engulfed in physically processing ALL the budgeting worksheets  No time to analyze and critique the budget

Dynamic Budgets customers were looking for: An alternative to Excel based budgeting Replacement for the discontinued Microsoft Forecaster Budgeting Product A way to eliminate weeks of wasted time and effort

Customer Key Benefits: Close Budgets Faster Budget more accurately Free financial analysts up to analyze vs process budgets Removes bottlenecks by providing self-service tools for department managers to independently lookup their own financial details without having to rely upon finance or accounting staff.

Real-Time Financials Summary Transactions Subledgers PO Details Budget Details Management Reporter Lightweight 30MB.Net Connected app Dynamic Budgets No middleware application server No data warehouse GP data, it is fetched in real time Fast Exports (10K accts / min) System Architecture

Single instance of the application located on a file server. Windows shortcuts created on each users’ desktop Shared File Server CitrixMicrosoft Terminal Server TS Plus Or as a Published App or from a Virtual Desktop Deployment Options To mitigate the risk of file locks when attempting to upgrade Shared File Server installations, Dynamic Budgets introduced User activity logging and a system shutdown feature for maintenance

Dynamic Budgets –Entering Line Item Details for budget Accounts Data Entry Historical comparisons One-Click Transaction Drill Downs

Dynamic Budgets: controlled interface with Excel like keyboard commands, without the formula complexity

Alternative Basic Budget Entry screen All Accounts for a department on screen for copy and paste entry with optional drill down to account line item details entry

Custom Budget Entry screen design your own data entry form

Custom Reports Drill Down Options Right Click to Drill down to Month or YTD transactions from GP Actuals Right Click to Edit or Preview Budget details in Dynamic Budgets

Deep and Extensive Support for Allocations

Payroll

Security Features Security: Windows Active directory Integration to allow users to launch the application via single sign on with their Windows Account. Ability to Define Sensitive Accounts & Grant access to: Summary Totals ($150K of salary in the department), Details (Names and Dollars form the Payroll Module or Line item details) No access on sensitive accounts Support for up to 5 levels (different types) of sensitive accounts. Data access is granted by user by department with Read, Write, Approve, Sensitive Summary, Sensitive Details, and Sensitivity Level attributes. Admins vs Super Admins: For organizations who have elevated confidentiality concerns with payroll or other types of sensitive information, the primary budget administrators can just be designated as admins and more senior staff can retain super admin access to control who interacts with the payroll module, and who can assign/edit the sensitive attributes of accounts and users. Budget Locking: Can lock Budgets, Accounts, or Line Item Rows within an account

For Further Information Zubin Gidwani Dynamic Budgets