Finance – Planner Basics

Duration: 1 Day

Level | Getting Familiar

Get hands-on experience and understanding of budget entry and forecasting in the Unit4 Planner module to support internal budgeting strategies.

Summary

Giving your users an understanding of monitoring and managing their budgeting and forecasting, this one day course will explain the setup and maintenance of the Unit4 Planner module so they can efficiently create a budget and manage their original and revised, virement budget process inside the Unit4 ERP.

Using the Unit4 Planner for efficient and effective budget management, users will learn how to co-ordinate a high degree of planning into best practice processing, eliminating disparate spreadsheets, awkward approval processes, multiple iterations and error-prone consolidations to a centralised model.

Learning outcomes

The objective of this course is to give you a hands-on experience of building and using the Unit4 ERP Planner to:

• Set up an initial budget that can be entered manually or via a spreadsheet upload
• Create a budget entry (manual/upload) screen to enter initial budgets.
• Use an Excel Spreadsheet to post budgets.
• Budgets vs Actuals Reporting
• Create a revised and a balancing virement budget
• Understand key Planner maintenance tasks

Delegate pre-requisites

Budget to Control (B2C – Planner) Familiarisation

Who is it for?

• Budget Administrator
• Management Accountant/Financial Analyst

Language

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Planner Overview & Terminology​

In this session you will be given an introduction to the Unit4 ERP Planner module and the processes involved in budgeting setup and build.

Session 2

Planner Setup Overview

In this session you will be given an introduction to the elements required in setting up the Unit4 ERP Planner module.

You will cover:

• Build Elements
• Timeframe
• Versions
• Transaction entry setup
• Transaction Rules
• User Defined Menu entries
• Workflow

Session 3

Planner Elements Creation

In this session you will understand how to create and build the elements needed for the Unit4 ERP Planner module.

You will cover how to build and test:

• Timeframe
• Versions
• Transaction entry setup
• Transaction Rules
• User Defined Menu entries
• Workflow

Session 4

Transaction Upload using Excelerator

In this session you will understand how to action a Transaction upload in to the Unit4 ERP Planner module using the Excelerator add-in tool.

Session 5

Batches and Unit4 Planner

In this session you will understand how to setup and enter a budget using Batches​ in to the Unit4 ERP Planner module.

Session 6

Overview of the Budget Forecasting tool​

In this session you will see how to identify and use the Forecasting function to understand the difference between a budget entry and ‘actuals’ from the General Ledger.

Session 7

Key Planner Maintenance Tasks

In this session you will understand key system maintenance tasks in the Unit4 Planner.

You will cover:

• Copying a Version
• Adjusting Budgets​

Premium Education training subscription

Part of the College of Finance

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.