xFP&A Blog

Browse featured stories and the latest posts on a variety of extended financial planning and analysis topics. 

2 min read

Payroll Budget Template for Dynamics 365 Business Central

What is a Payroll Budget Template ? A Payroll Budget Template is an essential component of an annual budget model used by HR and budget managers to plan salary expenses and hiring goals. This type of budget template offers various features, such as...

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2 min read

Capital Expense Budget for Dynamics 365 Business Central

What is a Capital Expense Budget Template ? A Capital Expense Budget Template, also known as "Capex," is a crucial component of the annual budget...

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2 min read

Sales Forecast from CRM Pipeline for Acumatica

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable...

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2 min read

Driver-based Sales Forecast for Acumatica

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is an essential planning tool used by sales managers to predict sales for the...

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2 min read

Driver-based Sales Forecast for Sage Intacct

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a crucial planning tool used by sales managers to predict sales in the...

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2 min read

Driver-based Sales Forecast for Dynamics 365 Business Central

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a vital planning tool employed by sales managers to project sales in the...

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5 min read

Replacing Management Reporter when migrating from Dynamics GP to Business Central

Dear Accounting and Finance Leaders, If your company is planning to migrate from Microsoft Dynamics GP to the Microsoft Dynamics 365 Business Central...

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2 min read

Top-Down Profit & Loss Budget Template for Dynamics 365 Business Central

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a template that enables budget managers and analysts...

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2 min read

Top-Down Profit & Loss Budget Template for Acumatica

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a tool that facilitates the generation of budget or...

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2 min read

Accounts Receivable Report with Dynamic Aging Buckets for Dynamics 365 Business Central

What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable (AR) Aging report is an operational report that...

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