Sayonara Change Requests!
UniPhi 12 now brings a new way of implementing change request through delegations of authority enhancements, expansion of our budget template control and a re-design of the budget snapshot process. So how does it all work?
Once a budget, either Cost or Revenue - it works the same for both sides, is entered and ready to be approved, a document containing the budget control needs to be signed off. When creating the document, you're given status options for your budget, either mark it as Original, Approved or both.
Once signed-off, the status of the budget will be updated accordingly. In the case below, the budget was marked as Original and Approved. Subsequent changes can be made to the budget without affecting the approved budget.
Combined with our document sign-off role feature strengthens security over budget control compared to the existing change request functionality. Additionally, thanks to our document management, there is now a clear audit trail of budget changes. As always we are now proud to implement this new feature in UniPhi 12 to push the boundary's of budget and financial management control.
UniPhi 12 now brings a new way of implementing change request through delegations of authority enhancements, expansion of our budget template control and a re-design of the budget snapshot process. So how does it all work?
Once a budget, either Cost or Revenue - it works the same for both sides, is entered and ready to be approved, a document containing the budget control needs to be signed off. When creating the document, you're given status options for your budget, either mark it as Original, Approved or both.
Once signed-off, the status of the budget will be updated accordingly. In the case below, the budget was marked as Original and Approved. Subsequent changes can be made to the budget without affecting the approved budget.
Combined with our document sign-off role feature strengthens security over budget control compared to the existing change request functionality. Additionally, thanks to our document management, there is now a clear audit trail of budget changes. As always we are now proud to implement this new feature in UniPhi 12 to push the boundary's of budget and financial management control.
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