Did you know you can set up, enter, and approve your entire budget directly in Caselle Connect Online? With the capability for online budget submission, your budgeting process becomes smoother, faster, and completely paper-free.
Once configured, department heads can submit their budget requests electronically, which automatically move through your organization’s approval workflow. When the budget is fully approved, the final numbers flow directly into Caselle Connect—no duplicate entry required.
Getting Started
Before you begin using Online Budget Submission, make sure the following items are set up in General Ledger:
- Users: Add a record for each person who will enter or approve budget amounts.
- Departments: Define which GL accounts will be included in each department’s budget and assign the appropriate submitter.
- Approval Steps: Configure how and to whom approvals are routed.
- Approval Processes: Build your approval workflow, allowing for multiple levels of review.
- Organization (Connect Online Tab): Specify your budget period, budget level, and journal code. You can also choose which columns appear on the Budget Submission page.
Once these settings are complete, notifications will be sent out to department submitters to begin working on their budgets.
Streamlined Collaboration and Approval
Submitters can easily add notes, drill down into transaction details, and track their progress as they build their budgets. When ready, they submit their proposed budgets for review.
Reviewers are then notified that a budget is waiting for approval, and they can approve, modify, or deny the submission. If denied, the budget is sent back to the submitter with comments for revision and resubmission.
After final approval, the process is complete. Your approved budget automatically appears in Caselle Connect and is reflected in all reports.
If you need assistance setting up Online Budget Submission, our Client Services team is happy to help.