I personally use another program called YNAB (You Need A Budget) to categorize, track, and create a budget of these expenses which Sage 100 either isn't capable of presenting in an easy to read budgetary form (or at least I cannot find a good way to do so). I am certain most business owners would use this, as a budget can be key to many decisions, financial or otherwise. It could be used as a simple way to create a monthly and annual budget for OH accounts, warehouse stock, etc. If it included a way to pull numbers from last years/months expenses would make any budget easy to create. There seems to be a budgetary feature in the General Ledger accounts screen (1-7), but it seems cumbersome and would be better if you could look at a budget with all accounts (or categories) on it. I believe a simple interface is easily possible, as Sage 100 already tracks and presents all the same information a budget would need, it really just needs its own part within the General Ledger menu (I feel this is the best possible location for it, or possibly like the dashboard a link in the bottom menu).

Comments

  • Please add any ideas you might have as to how to implement or best use this possible addition. I think it would be a great feature to have for all business owners.