1. Amplify 2013
Streamlining Your Budgeting and
Forecasting Process
Matthew Adamowicz
MAdamowicz@t3infosystems.com
Sarah Ziegler
sZigler@t3infosystems.com

2. Full Circle Budget
Energize Your Excel Based
Budgeting

3. Full Circle Budget?
Excel add-in that saves budget amounts and
comments from Excel directly into
/Dynamics GP or SL.

4. Reporting Software
Most of the markets leading excel based financial reporting
Reporting Tool
Built In
Budgeting
Work with
FCB
BI360/OSR
Jet Reports
F9
BizNet
Vivid Reports
Full Circle Budget works with any financial reporting package that
Exports to Excel. (i.e. FRx and Management Reporter).
software don’t address budgeting.

5. Can Budgeting Be
Easier?
• Do you manually update reports in Excel?
• Do you have multiple workbooks linked together
and if one thing is changed it messes everything up?
• Do you copy and paste data in Excel just to import
into GP or SL?
• Do you spend hours trying to reconcile your budget
after importing?

6. Customer Profile
“Full Circle Budget has had an enormous, positive impact for
our company. It has enabled us to quickly and accurately
automate our Excel budgets to GP. It is a wonderful product
and I can’t say enough positive things about it!”
Felicia Morrisey, Vice President
Problem: Budgets for 26
departments in Excel was taking too
long to copy, paste, verify, import
and tie out numbers in GP. Taking
about a week to do this.
Result: After implementing Full
Circle Budget, they can now update
fiscal year budgets for all 26
departments in 15 minutes.
Microsoft Partner: IBG

7. Features
• Budget in a format designed by YOUR company
• Supports multiple budgets in same worksheet and
detail line item budgeting
• Supports two comment/description fields per amount
• Save budget amounts in real time or batch mode
• Full audit trail of all budget updates and errors
• Automatically create new accounts in GP

8. Benefits
• Easy to configure – budgeting in just a few hours
• Streamline budget process – data updated directly
• Eliminate complex budget workbooks and
workbook linking – utilize GP/SL and financial
reporting software
• Control over budget entry and updates – password
protect worksheets, lock budgets, audit log
• Affordable and simple

9. How it Works

10. How it Works
Dynamics
GP/SL
Excel
Template
Budget
Entry

11. Demo

12. Thank you.Any questions?
Matthew Adamowicz
Email: madamowicz@t3infosystems.com