Controlling & audit

Controlling, budgets and forecasts

Use actuals, budgets, open items, recurring patterns and scenarios for financial planning.

Use actuals, budgets, open items, recurring patterns and scenarios for financial planning.

Controlling is built on the existing journal and dimensions; it does not create a second ledger.

What it does

Controlling is built on the existing journal and dimensions; it does not create a second ledger.

How to use it

Create budgets for cost centers, projects or other dimensions and compare actual vs budget. The rolling forecast combines actuals, open invoices, planned payments, recurring patterns and manual assumptions.

Controls and boundaries

Base, optimistic and downside are separate scenarios. Changes should remain traceable assumptions and must not rewrite historical postings.