We’re excited to introduce our brand-new Budget vs Outturn report in SBS Financial Planner developed in direct response to feedback from our trust customers🤝

Built with trusts, for trusts because your feedback shapes our roadmap

#NewFeatureFriday #MATFinance #FinancialPlanning #SBSFinancialPlanner

When something isn’t right during a task, it shouldn’t need a separate system, email thread or follow-up note.

That's why we've introduced Issue Tracking within WorkfloPlus. So that issues can stay connected to the task, with accountability & traceable resolutions.

#NewFeatureFriday