Finance Budgeting Workflow

The budgeting process in the Maconomy Financial Budgeting module is built around three main steps, which must be performed in order.

These steps are:

  • Setting up a budget template (including creating budgets from the template)
  • Populating budgets with data
  • Reviewing and approving budgets

There are several different activities to be performed within each of above mentioned steps. The Getting Started section below describes a suggested order and steps within each procedure.