The Karbon Practice Intelligence Budget workbook has been improved based on customer feedback. It has been designed to consolidate your budget tracking, enhance data quality, and simplify clean-up procedures, all of which contribute to optimizing your bottom line.
With this new version, you can track your budgets in real-time or retrospectively once they have been completed. Client level and employee level roll-ups have been introduced, which enable you to easily identify areas and individuals that are exceeding the budget. Ultimately, this workbook helps you focus on what truly matters for your financial success.
What’s more, data quality and clean-up features are now integrated directly into the workbook. The new Data Quality tab allows you to quickly identify any potential discrepancies in your Karbon data that might affect your reporting. This empowers you to swiftly and conveniently perform a clean-up process.
The ability to filter work items without budgets has also been added, ensuring you can still make the most of the report before conducting a clean-up.