This page contains all of the help articles related to our financial forecasting modules.
Building your financial forecast
These help articles each include the following sections: definitions, how the module works and how the module affects my forecasted financial statements.
Some of the help articles also include a section that gives advice on getting started with the module and frequently asked questions (FAQs).
Below is the list of our financial forecast help articles.
Using business lines
Forecasting overheads
- How do I manage my overheads?
- How can I enter fixed overheads?
- How can I enter variable overheads?
- How can I enter employee expenses?
Forecasting investments
- How can I manage my investments?
- How can I enter fixed assets?
- How can I enter leases?
- How can I enter investment grants?
Financing and opening balance sheet
- How do I manage my loans?
- How do I manage my equity?
- How do I manage my sources and uses?
- How can I enter equity?
- How can I enter loans?
- How can I enter sources and uses?
Forecasting other financial elements
- How do I manage my other operating items?
- How do I manage my other financial items?
- How do I manage my other exceptional items?
- How do I manage my provisions?
- How do I manage my other balance sheet items?
- How can I enter other operating income?
- How can I enter subsidies?
- How can I enter other operating expenses?
- How can I enter capitalized expenses?
- How can I enter financial income?
- How can I enter other financial expenses?
- How can I enter exceptional income?
- How can I enter exceptional expenses?
- How can I enter provisions?
- How can I enter other balance sheet items?
Main forecast settings and forecasted financials
These help articles contain information on how you can change the main settings related to your financial forecast and how you can view the projected financial statements generated by our software.
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