Real-time reporting that works for everyone

Good reporting should do more than present numbers. It should help people understand what is happening, identify what needs attention and make better decisions.

HogeFinance brings together the powerful reporting capabilities of Sage Intacct with the simplicity of HogePortal, giving everyone across the trust access to the information they need — in a form that makes sense for their role.

Because both systems work from the same underlying financial data, reports and dashboards remain consistent throughout the organisation.

Live information, not yesterday's figures

Financial information is available as transactions are processed. There is no need to wait for overnight routines, manually prepared spreadsheets or periodically refreshed reports. Dashboards and reports reflect the latest information held in the finance system, so decisions can be made using current figures.

From an overall trust position, users can drill down through individual schools, departments and budgets to the transactions behind the numbers.

The right reporting for every user

Sage Intacct gives finance teams the depth, flexibility and drill-down they need, while HogePortal presents the same financial information in a clear, straightforward way for school leaders and budget holders.

Powerful comprehensive reporting for finance teams

Sage Intacct provides highly configurable dashboards and reporting for CFOs, finance directors and finance teams. Dashboards can be tailored to individual users and responsibilities, bringing the information that matters most into a single view.

Typical areas include:

Trust-wide financial performance
Budget versus actual and forecast
Income and expenditure
Cash and liquidity
Purchase commitments
Creditor and debtor balances
Key performance indicators
Exceptions requiring attention
Workflow and approval status

The real strength lies in the ability to move from summary to detail. A user can identify a variance on a dashboard, open the supporting report and drill through to the underlying transaction.

Simple reporting for schools and budget holders

Not everybody needs - or wants - access to a full accounting system. HogePortal gives Headteachers, school business managers, department heads and other budget holders a much simpler view of their financial position.

Information is presented clearly and in language appropriate to non-finance users, allowing them to see things such as:

Their current budget position
Available budget
Committed expenditure
Purchase requests awaiting approval
Purchase order status
Tasks requiring their attention
Recent purchasing activity

This gives budget holders the information they need to manage their responsibilities confidently, while the trust retains its financial controls and Scheme of Delegation.

From the trust-wide picture to a single transaction

One of the major advantages of HogeFinance is the dimensional structure of Sage Intacct. Information can be analysed in many different ways, including by:

Trust
School
Department
Cost centre
Project
Fund
Supplier
Customer

This means you do not need a different report for every possible question. A trust leader might begin with consolidated financial performance across the whole organisation, select a school with an unexpected variance, drill into a department and then continue down to the individual transactions that make up the figure.< /p>

One source of financial truth

Finance teams, school leaders and budget holders may see their information differently, but they are all looking at the same financial data. HogePortal does not maintain a separate set of figures for non-finance users. It works alongside Sage Intacct as part of the same integrated HogeFinance platform. That means fewer spreadsheets, fewer reconciliations and fewer conversations about which report contains the "right" number.

See the whole picture. Then drill into the detail.