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BG — Budget Management

Budget Management

BG Budget Management Module

Saeree ERP Budget module helps organizations plan, control, and monitor spending efficiently. Supports annual budget setup, transfers/amendments, and budget reservations with a real-time dashboard. Automatically checks budget limits on every approval request to prevent overspending.

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Budget Management

Key Features

  • Set annual budget plan by department, program, output, and activity
  • Control spending within approved budget limits
  • Transfer/amend budget between programs
  • Reserve budget to pre-commit funds
  • Real-time budget status dashboard
  • Alert when budget is near or exceeds limit
  • Supports multiple funding sources (budget, revenue, subsidy)
  • Track spending performance against government targets
  • Integrated with PR, procurement, and AP automatically
  • Budget balance report by program/activity

Main Screens

CodeScreen NameDescription
BG-01Annual Budget PlanSet annual budget by program, output, activity, expense category — multi-source
BG-02Budget Transfer/AmendmentTransfer budget between programs/activities with history log
BG-03Budget ReservationReserve funds in advance to prevent overspending

Reports

  • Budget Status Report by Program/Activity
  • Spending Performance Report vs Target
  • Budget Balance Report
  • Real-time Budget Dashboard
  • Budget vs Actual Spending Report
PR — Purchase Requisition
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