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Institution wide financial tracking

  • 1.  Institution wide financial tracking

    Posted 01-11-2017 09:42 AM

    Does anyone use a financial system throughout their entire organization for expense tracking and budget reporting they feel is useful/easy?

    I am specifically looking for something that allows you to:

    • enter individual receipts and track them to a unique account number
    • report on all expenses within that account number verses original budget allowing you to see a remaining balance
    • track additional information (such as PO number or notes on purchases)
    • allows for multiple users 

    Right now each department manages their budget tracking with their own systems and then justifies them to our monthly financial reports. I have created a useful system for my division in Excel but we are looking to expand to a unified system across all divisions and I think a professionally developed program would be a better bet for that much data. 

    Our annual budget is around $7-$8 mil and we would have about 10-15 individuals managing the entries. 

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    Amanda Kepner
    Manager for Learning and Experience Operations
    Columbus Museum of Art
    Columbus OH
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