Sage X3 Ideas Portal

Mechanism to Denote the Budget has been Approved by Senior Management

I've been undertaking a study of the differences between the Sage financial reporting and management features and that of other leading "FP&A" solutions in the industry.

One of the leaders in this industry is Datarails (

Here is a demo of that solution that I found on youtube -

One of the features that it exhibits is budget approval and budget locking by senior management. I know that the Operating budgets module has an approval feature but the standard financial budget management does not. Could there be new functions added under the Financials > Budgets menu block that would allow someone with the appropriate access level to approve the budget before it could be used for financial reporting and in addition to lock/unlock the budget to provide further changes and/or release for additional changes?

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  • Apr 22 2024
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