How does Forecast.Live sync overdue days with the Business System?
How does Forecast.Live sync overdue days with the Business System?
When we were developing Forecast.Live (and Cash Manager, our desktop solution) we needed to find a way to sync oustanding debtors in a way that would be understandable for all Users of all accounting software.
We decided to do it by DAYS OVERDUE:
When you connect to the Plus Software Data Connector, Forecast.Live trawls through each
Customer Terms (set up in the Business System);
From here, it calculates
the Days Overdue;
Forecast.Live then allocates
the overdue Template accordingly.