CODA s-Planning
CODA s-Planning extends the powerful, secure, two-way integration between CODA products and Excel to deliver a highly intuitive, rapidly implemented, fully integrated budgeting and planning tool. Like CODA-XL, it puts powerful CODA functionality exactly where finance professionals most want it – on their laptop or PC – while taking away the sheer drudgery and ‘pain’ from the preparation and completion of recurring budget cycles.
With the simple drag-and-drop tools, you can quickly create re-useable templates for baseline budget packs, populated with current year data and forecasts from CODA-Financials for comparison purposes.
Publication of budgets for authorization and upload back into CODA-Financials.
Once prepared, the budget workbooks (including any guidance notes you want to incorporate) can be published quickly and easily to each participant in the process for agreement/adjustment and authorization. Intermediate and final versions of the budgets can then be fed back into CODA-Financials and reported on, as required.
Straightforward administration and security control with “Toolkit” components
Additional administrative flexibility and control has been built in as standard, including security settings to control which functions within the product each user is allowed to access.
