RDS PresupuestoPlan better,control in time,decide with data.

What it does. Users sign in with their email and password and choose the SAP company they will work in. If they forget their password, they get a recovery link by email.

Benefit. One person can work across several companies without mixing data, and doesn't depend on support to regain access.

What it does. Defines which screens each profile sees and whether it can only view or also create and edit.

Benefit. Each person sees only what applies to them and sensitive information stays protected.

What it does. Registers people and assigns them a role and a user type (Manager, Supervisor, Operator, Budget or Administrator). Users are never deleted: they are deactivated.

Benefit. Approval flows automatically know who must approve, and the trail of who did what is never lost.

What it does. Connects the system to SAP Business One. From then on, the chart of accounts, cost centers and journal entries are pulled in automatically every night.

Benefit. No more copy-pasting from SAP. Actuals are always up to date through the previous night and, if the sync fails, the administrator is notified.

What it does. Shows the cost center dimensions that come from SAP and lets you activate the ones to be used for budgeting.

Benefit. You work with the same structure as accounting, without creating parallel catalogs.

What it does. Defines how each account is budgeted: manually, from history with a growth percentage, from a price list, by formula, or from sales and commission parameters. Accounts can also be marked as confidential.

Benefit. Each account is budgeted with the method that makes sense. Repetitive work is calculated automatically and people focus on what needs judgment. Sensitive information, such as salaries, stays protected.

What it does. Defines each unit that budgets (for example, a branch), with its owners (Operator, Supervisor and Manager), an authorized amount and, optionally, the accounts it can use.

Benefit. It is clear who is accountable for each budget. The authorized amount gives supervisors autonomy for small moves without slowing operations, and limiting accounts prevents entry errors.

What it does. Groups cost centers by region or another criterion.

Benefit. Management sees results consolidated by zone without building reports by hand.

What it does. Organizes accounts into categories and subcategories, such as "Personnel expenses > Salaries", and marks which ones require overruns to be justified.

Benefit. Everyone speaks the same language. Reports come out in a structure management understands, not accounting codes, and control focuses where it matters.

What it does. For accounts such as uniforms or supplies, each item is registered with its price. When budgeting, the user only enters quantities and the system calculates the amount.

Benefit. Fewer calculation errors and more realistic budgets. A list can be duplicated to other branches in seconds and can be worked on in Excel.

What it does. Defines the sales channels and, per branch and year, their parameters: cash or credit, commission percentages, salaries and each month's sales mix.

Benefit. Sales and commissions are calculated automatically and consistently with each other. If a percentage changes, everything that depends on it updates.

What it does. Lets you build formulas with numbers, operators, the previous month's value and variables, such as totals of other subcategories or channel parameters. The system validates the formula on the spot.

Benefit. Accounts that depend on others stay in sync. No more formulas hidden in Excel cells that nobody knows who changed.

What it does. With one click it generates the year's budget for all cost centers, recalculates historical and formula-based accounts, and allows exporting and importing Excel templates by category.

Benefit. Starting the budget cycle goes from weeks to minutes, without losing Excel's flexibility for those who need it.

What it does. Locks a year whose budget has already been approved and closes months. When a month is closed, the system detects each branch's variances and notifies the owners.

Benefit. The approved budget can't be changed by accident, and month-end close stops being a manual task.

What it does. Each owner picks their cost center and year and sees one card per category. On entering, historical accounts are already preloaded, formula-based ones calculated and the rest ready to fill in. They can also export the template to Excel and import it back.

Benefit. Owners only fill in their part, with much of the work already done. If they import from Excel, the system shows exactly which rows have errors and why.

What it does. When one line is short and another has a surplus, a transfer is requested. The system shows the real available amount on each side and requires it to balance. Depending on the amount and who asks, it is approved automatically or goes through one or two approvals, with email notices at each step.

Benefit. The budget adapts to the year's reality without losing control. Small moves flow quickly, large ones go to whoever must decide, and attachments and comments document every decision.

What it does. Shows every request with its status: pending, approved, applied, rejected or cancelled, and the actions each user can take.

Benefit. Full transparency: everyone knows where their request stands, and only applied transfers change the reports, so there are no surprises.

What it does. Shows, by subcategory and month, the budget, actuals, transfers, variance and efficiency percentage, with overruns highlighted in red.

Benefit. At a glance you can see where spending is running over, in time to correct it and not at year-end.

What it does. Shows each cost center's budgeted sales, split into cash and credit and by channel.

Benefit. Clear sales targets for each branch.

What it does. Presents the approved budget by category and subcategory, month by month, exportable by amounts or by units.

Benefit. A clean view of the plan, ready to share with management.

What it does. Generates in Excel the budget against actuals by account and, in the comparative, against the previous year.

Benefit. Management sees the business trend and not just the month's snapshot, in a presentation-ready format.

What it does. When the month closes, the over-spent subcategories that must be justified appear: pending ones in red and justified ones in green. The owner writes their justification and who did it and when is recorded.

Benefit. No more chasing people by email. Every overrun has an owner and an explanation, and management knows exactly what is still to be justified.