BGT
- CATEGORY Finance
- FOR Finance teams · Managers
- USES YOUR COMPANY CORE Organizations
- WORKS WITH 3 apps
The finance controller sets a budget per cost centre and period and splits it into the lines people actually spend against. Money that has been promised is counted apart from money that has gone, so a line that looks fine on the bank statement can still show as overdrawn. Approved purchase requests, renewed subscriptions and approved projects commit against their line by themselves when those apps are installed. Changing the plan is an adjustment somebody else has to approve.
Use it to
Useful for
Every app here installs on its own and works on its own. Adding a companion is what makes both do more.
Every workspace already has these. Nothing to install, nothing to connect.
a vendor is the same company here, in Purchase Requests and in Vendor & SaaS
Optional. Install one later and both do more.
an approved project commits its estimate
a renewed subscription commits next year's money
Optional. Install one later and both do more.
an approved purchase becomes a commitment on the line it named
Work this app does on its own when something happens somewhere else.
A dozen angel cheques and a spreadsheet that’s a year out of date. Log each cheque, valuation and payout here, and the multiple and return work themselves out.
The colleague who paid for the team dinner on their own card files one claim with the receipt, and can see when it’s approved and when they’re paid back.
Invoicing for a small agency or consultancy, done by whoever gets stuck with it at month end. Totals add up from the line items, and late ones show how late.
In a small company, somebody sorts the month’s money into categories before the accountant sees it. This is their ledger, and it shows where the money went.
A short form for anybody who needs to buy something, and the amount decides who agrees. A new chair stops at the manager, a new server goes all the way up.
IT usually hears about a new SaaS tool when the invoice arrives. Here the request passes a security review first, and every renewal comes with a warning.
Every app here installs on its own and works on its own. Adding a companion is what makes both do more.
