Caselle Advantage

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Caselle Advantage is the robust budgeting and reporting tool your budgeting manager has been waiting for. It will streamline the planning and analysis process to help you produce your working budget. Caselle Advantage can simplify the complex, time consuming task of employee/position based budgets including budgeted wage increases, detailed employee benefits with estimated increases, along with budgeting for new or vacant positions.

 
Department managers can easily access their individual budgets and enter their requested budget. Custom and pre-defined reporting will provide your managers the financial details they need to make informed decisions.

Features and Benefits

Budgeting

  • Department managers can view and enter requested budgets
  • Position Based Budgeting option pulls information from payroll to help estimate future budgets
  • In-line worksheets provide supporting details for requested budget amounts
  • Quickly view the progress of each department’s budget: Not Started, Started, Completed, or Approved

Reporting

  • Department managers can view and customize their own reports
  • Easily summarize and filter report information
  • Export any report to Excel and retain all of the formatting and totals
  • Schedule reports to be created and emailed to others

Excel Designer

  • Create Excel worksheets with data populated from the Caselle applications
  • Design worksheets that can be used in Annual Budget Reports of Comprehensive Annual Financial Reports (CAFR)
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