Forecast P&L down to the dimension
You and your client can now pinpoint profitable areas and highlight what needs improvement, within the dimensions important to their business—including department, region, program, fund, or product line. Find new ways to inform strategic decision-making by adding customized analysis and projections of their revenue, expenses, and profit at this dimensional level.
You can use their existing budget, or the last 3, 6, 9, or 12 months of historical data to generate precise forecasts that extend up to 3 years. For precise control and deeper analysis, you can also apply rules to various dimensions and classes within a forecast.
Through all these processes, Intuit Enterprise Suite will autosave your progress so you won’t lose your place. When you’re done creating a dimensional forecast, convert it into a dimensional budget or export it as an Excel spreadsheet or PDF.
Customize project-specific workflows
Project- and service-based companies with one or more entities using Intuit Enterprise Suite get new industry-specific capabilities to drive and track their performance:
- Create and import project budgets. Track your client’s project data from one connected system to get real-time insights into project financials by using highly customizable and flexible project-level budgets. You can also import a budget from a spreadsheet and assign dimensions to line items. As you import a budget, an AI-powered tool helps you find and address duplications and mismatches along the way.
- Customize turnkey project task templates. Create project tasks in less time by making your own reusable task templates, or choosing from a library of standard and industry-specific templates.
- Track project profitability. Stay apprised of a client’s project performance by accessing a consolidated, near real-time view of financial tracking across projects—including the forecasted profit margin throughout each project.** Use actionable AI suggestions and powerful, predictive strategies to help your client achieve profit benchmarks.
Workforce management updates
You can get new ways to take care of employees and help retain your team.
- Paycheck corrections for closed quarters: Edit, backdate, and void past-quarter paychecks in Intuit Enterprise Suite without having to request support.
- Direct deposit payment reversals:** Add payroll control and flexibility by reversing an employee direct deposit payroll payment in Intuit Enterprise Suite for no additional fee.
- Employee history: To make better-informed decisions on promotions and raises, clients can track changes to employees’ data, including their manager, department, pay, and job title.
Enduring innovation you can rely on
These new features and more within Intuit Enterprise Suite can help you enhance your firm’s work with complex clients and the value you deliver.
Get more information on all of the new features, and to see a demo of Intuit Enterprise Suite, schedule a meeting with one of Intuit’s Accountant team members.