Tag: New feature

Feature spotlight: drivers

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

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

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 …

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Feature spotlight: automatic rules

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 …

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Activity Categories: new dimensions of budgeting

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 …

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Introducing the dashboard: everything you need to know

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 …

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