Within this guide, we're going to walk through the basic interface within the Forecasting section. When first navigating to the Forecasting Section, you'll find yourself greeted by a list of the Organisations which you have synced with your account. If you have no Organisations synced, then your Organisation list will be blank and you'll need to add an Organisation first before you'll be able to start forecasting.
You'll find each Organisation listed alphabetically from A to Z by name. To the right, you'll find the Organisation's Year-end and default Currency listed. For Xero and Quickbooks organisations this will be being sourced from the settings entered in either package. Changing the settings in Xero or Quickbooks for the Organisation will cause them to be updated within Futrli after the Organisation's next sync. Manual Organisation's will have their Year-end and Currency dictated by what was entered when the Organisation was created in Futrli. These values can be edited at anytime within the Organisations section of Futrli:
To the right of the Organisation's default Currency, you'll find listed the number of Forecasts which have already been created for the Organisation. Provided this number is larger than zero, a dropdown arrow will display adjacent to this. Clicking this will cause the list of Forecasts to display:
Whilst listed, the Forecast can be opened by clicking the Forecast's name, or the arrow on the far right, adjacent to the Forecast name. To the left of this arrow you'll find three little dots. These are the action dots. Whenever you see them within Futrli that indicates that further selections are available. Clicking the three little dots will show the options to 'Quick duplicate' or 'Delete' the Forecast in question.
To the right of Organisation, you'll find two buttons, 'Settings' and 'New'. Clicking the latter will allow you to create a new Forecast for the Organisation. Before a Forecast can be created you'll first need to enter Settings information for the Organisation, so that Futrli can perform the necessary automatic calculations for you. Simply click 'Settings' button to enter or edit the Organisation's settings. These can be changed at anytime and your Forecasts will update accordingly when a change is made.