The model of integrated financial planning transfers the success planning into the income statement, the balance sheet and the cash flow. Direct planning of the income statement is also possible. The interaction of the applets for integrated financial planning provides all the necessary functions, but they can also be used stand-alone if necessary.
Project services are planned, which are invoiced depending on the progress of the project.
Company accounting form (BAB) serves as a calculation scheme and data basis for cost accounting.
Determination of the cost rates for internal allocation (see PAYG calculation and DB invoice).
Both types of income statement are possible, also in parallel to each other.
Coordination of decentralized planning (or actual data): The partners involved are shown their own data, but also the relevant data of their IC partners, and deviations are shown. These can be currency amounts (possibly also in transaction currency), but also service units such as hours.
"What is Uhl to one is nightingale to another." When using the leader-follower principle, internal relationships are not planned and coordinated depending on both partners, but one side of the relationship specifies the value for the other side. Entering A thus creates values for B.
You cannot hunt all the hares at the same time: the applet for initiative or measure planning goes beyond the usual comparison of plan variants (base case, best case, wordcast): The influence of measures or external changes in the framework conditions on the income statement and balance sheet is calculated completely . A specific scenario then arises from the compilation of which initiatives are activated and which are deferred.
Determination of the planned costs for individual sub-processes in the company - for the coordination and validation of the overhead costs and appropriate billing.
Pragmatic and simple recording of employees' cash expenses - not as sophisticated as the specially developed program offers, but integrated into the CoPlanner environment and thus without a system break in the workflow.
Distribution of annual values over months - based on predefined seasonal curves or sample distributions from the actual or reference plan.
For various source systems and content (e.g. SAP FI + CO, Navision etc.), the interface applets offer standards that can be quickly implemented.
A set of standard reports for which only the adaptation to the CI of the company has to be made.
A place for the joint presentation and storage of current contracts (leasing, renting etc.) -> IFRS 16
With CoPlanner, we were able to achieve significantly higher transparency at the disvision level. The entire planning process of all subsidiaries is thus comprehensible and can be influenced in a centralized and timely manner.