I am pretty sure I could achieve what I would like to do in Airtable, but I know it will take a bit of time to set up - so wanted to double check and gauge opinion on here first.
I am currently managing a large budget in Excel and it’s a mess. I don’t get access to the live accounting system my client uses, so rely on inputting invoices as they are sent to me for approval. I then cross check this against reports sent from the finance department monthly - to make sure nothing has been missed.
I need to be able to set up budget areas on two levels - For example :
Main budgets could be : Set up costs, ongoing costs, venue specific costs
Secondary budgets could be : Lighting, Scenic, Props etc
I then need to be able to assign transactions to the relevant budget (ie - setup costs>Lighting and ongoing cost>Scenic)
I’ll need to be able to produce reports (and I think this is where it gets tricky in Airtable) to send to the Finance Director showing -
- Current budget with Budget v actual
- monthly cashflow
- Spend per supplier
I am sure this must be possible in Airtable, but as I say, I think it would just take time. For the reports, I think I would need interface designer or maybe page designer?
Any pointers and advice much appreciated.
Thanks in advance