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Budgets

Businesses can keep a laser focus on outgoings with budget software. Track expenditure easily with this application template for an instant understanding of your company’s financial health.

Technical Description

Use the Intelastel Budgeting template to create, track, and manage your financials.
Create budget item types.
Create Expenditure item types.
Set up ownership.
Add users.

Prerequisites

  • Knowledge of Excel type spreadsheet software.
  • Clearly defined operations roles.
  • Client database integration.
  • Third party email client credentials and permissions.
  • User types known.

Suggested Roles

  • Administrator
  • Record keeper/Accountant
  • Logger

How-to Links

How to use our templates

Templates primer

Integrations primer

Integromat scenarios tutorial

User Guide

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