Creating a new forecast line

Forecast items can be created against any Profit & Loss and Balance Sheet line within FUTRLI. To create a Forecast Item, simply press the + button adjacent to the line you wish to enter forecast data for.

Written by Ross MacLeod

About

Forecast items can be created against any Profit & Loss and Balance Sheet Line within FUTRLI, with the exception of special cased Accounts such as Retained Earnings. To create a Forecast Item, simply press the + button adjacent to the line you wish to enter forecast data for.

Creating a Forecast Item

To create a Forecast Item, you will first need to locate the Account against which the Forecast Item will be added to. There is a search bar in the top right which can be used, otherwise the Account will be located as per the Chart of Accounts:

Screen Shot 2017-01-17 at 15.37.21

Pressing the green plus sign adjacent to the Account in question will load the Forecasting window, where you can create your Forecast Item:

Screen Shot 2017-01-17 at 15.38.59