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Financials & Reporting Solutions

IMPORTANT DATA AT YOUR FINGERTIPS

Certain Software’s Budgeting and Reporting solutions give meeting planners and event organizers the ability to access key data instantly. Using our one-click system reports, users can generate useful and attractive reports for registration, function, hotel, travel, finance and much more. Advanced users can take advantage of our customization capabilities to tailor reports for every need. With Certain’s Budgeting solution, meeting planners will find it easy to track projected and actual expenditures, project expected income, and track financial results of all kinds.

FEATURES AT A GLANCE

  • Powerful Single-Click Reports
  • Expenses and Income
  • Customized Graphical Report Layout
  • Data Export to Common Formats such as Excel and PDF
  • Reports Access via URL or Web Portal
  • General Ledger for Event Expense and Income
  • Forecasting Tool for Budget Scenarios
  • Track Budget, Variance, Profit, and Loss
  • Display, Fields, Filtering, Grouping, & Subtotal Configuration
  • Journals Export to External Accounting Systems

With Certain Software’s Accounting and Reporting solutions, meeting and event planners can access critical event data in an instant.

ACCESS DATA ANYTIME WITH SINGLE CLICK

Certain Software’s Reporting solution provides meeting planners and event organizers with timely, real-time data to run events of all sizes.

  • One-click standard reports minimize the amount of report building needed
  • Export data to common formats: Excel, PDF, CSV, TXT
  • Copy reports and tailor to the needs of your team

THE MOST POWERFUL REPORTS ANYWHERE

With Certain Software’s Reporting solution, the sky is the limit: customize layout, columns, and filter based on nearly endless criteria.

  • Report Builder includes layout tool to tailor field placement and template
  • Specify columns, filters, groupings, subtotals, and more
  • Use reports as a powerful jumping off point for actions on filtered records

BUDGETS TO PREDICT AND TRACK

Certain Software’s Accounting solution includes the ability to produce budget forecasts and to track income and expense against budget categories.

  • Set up chart of accounts to match organizational accounting standards or use our defaults
  • Enter budget projections or use Certain’s budget estimator to auto-populate figures
  • Track expenses and income, and monitor variance to budget values in total or by account

ACCOUNTING TO A RIGOROUS STANDARD

By using Certain Software’s Accounting solution, event organizers can gain control over the financials of any event.

  • Track income and expenses, including vendor payments and invoices to debtors
  • Full journal accounting, exportable to leading accounting systems
  • Support multicurrency and multitax scenarios for global events

 

They Said It

"Certain has proven to be a cost-effective solution. The technology investment was recouped by the first meeting."

Kent Kawaguchi, Director, Safeco

Case Study

IPA Australia