Feature spotlight: drivers
If you haven’t used drivers in your financial planning before, they’re like a mail merge for your budgets. Any planning that relies on a changeable figure – like a head count for personnel costs or an exchange rate for currency conversions – will work best as a driver.
Feature spotlight: copying a plan
Starting the new financial year (not to mention sorting out tax for the last one!) is stressful enough without giving yourself unnecessary work. On Beyond, you can create a plan for your new financial year in two clicks, by basing it on your current plan.
Feature spotlight: breakdown reports
Breakdown reports let you see what’s happening in your business. Get a high-level overview of a plan (or multiple plans) broken down by the details that are most important to you – profit and loss, company structure, or custom categories. Then delve into the details where you need to, drilling down into departments, teams, and …
Feature spotlight: automatic rules
Our rules rule. Rules automatically assign new transactions to the right activities and plans, and save you time. Over 99% of the actuals a typical company brings into Beyond are assigned automatically by actuals, without staff needing to review them – that’s hundreds of hours freed up for more important work. Spend two minutes setting …
Activity Categories: new dimensions of budgeting
At Beyond, we breathe life into your budgets. This means giving you the context behind every actual or forecast – which activity does it belong to? Who’s responsible for it? Which budget does it come out of? Which financial month/year does it fall into? Being able to answer these questions in real-time already places you …
Introducing the dashboard: everything you need to know
Who says Christmas only comes once a year? Sure, Santa may have brought you a tangerine, but the Beyond Elves have done one better and delivered what was on the top of everyone’s shiny new feature wishlist: a dashboard page that summarises everything you need to know about. …what do you mean you asked for …
Feature spotlight: integrating Xero with Beyond
Modern business is about working smarter, using technology and tools to automate away the repetitive, mundane, repetitive, repetitive tasks, so you’re left with the bits that… aren’t repetitive. Ahem. And there’s nothing more… repetitive than having to enter the same data into different systems. That’s why we built a secure system to take all of …