Forecasting

Forecasting - Getting started

• An introduction to forecasting
• How do I build a forecast?
• How do I create a new forecast item?
• Creating a new forecast item: Your options
• Entering your organization's default forecast settings

Navigating forecasts

• A guided tour of a forecast set up
• The 'Workings' tab
• The 'Profit and Loss' tab
• The 'Balance Sheet' tab
• The 'Cashflow' tab

Forecasting Methods

• Your forecasting options
• 'Create from Scratch': 'New'
• 'Create from Scratch': 'What-If'
• 'Create from a CSV import'
• 'Create from Last Year’s Actuals': 'Quick Create'
• 'Create from Last Year's Actuals': 'Advanced'

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Importing a Budget/Forecast

• Importing a budget from Xero
• Importing a budget from QuickBooks
• Importing a budget from a spreadsheet
• Uploading CSVs into Futrli Advisor: Forecast/Budget

Forecasting Loans

• An introduction to the loan wizard
• Forecasting new loans
• Forecasting existing loans

Further Information

• Forecasting deferred VAT payment
• How to edit a forecast item
• Adjusting payment terms in your forecast item
• Exporting the full forecast
• Choose when actual data replaces forecasted data in a forecast
• Updating the date range or the start date of a forecast

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