Can we view Cashflow data before Today, to check the accuracy of our Forecast?
Not at this stage.
Forecast is all about looking forward and planning for the future.
There are other ways to get to this information - for example you can use Snapshot.Live - please ask Plus on how to get this information quickly and easily.
The Data Connector for Forecast.Live is the same one we use for Snapshot.Live - easy! No need to install and setup - just add Snapshot.Live to your suite of applications!
Related Articles
Machine Learning in the Cashflow Forecast
Our Cashflow Forecasting tool allows the user to make predictions on GL Accounts and Debtors Invoices via our Machine Learning (ML) Algorithms. Note: When using any Machine Learning functionality, these models represent only our Best Estimate based ...Data Connector Special Notes
IMPORTANT: The Plus.Live Data Connector can be downloaded and set as many times as you want for 1 portal but only ever once per computer. Then per computer click on 'Connect to your Plus.Live Portal'. Generally this is fine for stand alone computers ...Setting up your First Cashflow Schedule
Setting up a Cashflow within Forecast.Live is easy! In fact, because we’ve created a Data Connector between your Accounting and Forecast.Live, the real time Cashflow Forecast is ALSO QUICK to roll out. Important: To generate a Cashflow, ...Weekly and Daily Forecast Views
Forecast.Live's Cashflow Forecaster allows each Forecast to default to a Daily or Weekly view. To do this, head to the Default View pull down menu (in the Forecast Setup area) ad set the appropriate setting Forecast Settings -> Add/Edit/Copy Forecast ...The Cashflow Screen functionality
Once you've setup your first Cashflow (see this KB article HERE) you'll be presented with this screen: Let's explain this in more detail. Important: With the exception of the Column Headers and Bank Row, all of the below items have additional ...