Working with Expense rows in Forecast.Live

Working with Expense Rows

Once you've setup your first Cashflow schedule and reviewed both the explanation of the Cashflow Screen and Unbound and General Ledger rows, you're ready to work with Expense rows in a little more detail

Note that all of the above functionality saves the state of the spreadsheet, and is visible to other users and over multiple sessions.

Editing (Row types: GL and Unbound): 
Rows can have their settings (as set on creation) changed at any time by Right Clicking the Row Header and selecting Edit Row.

Grouping/Ungrouping (Row Types: GL): 

GL Rows can be grouped together by going to the Ribbon, Forecast Data Tab, Group GL Rows. 
Give the new Row a name, and select the Rows (from this Forecast) you want to roll into the new row, and click save.
To Ungroup a row, Right Click the Row and select Ungroup Row. It will automatically Ungroup and create new rows for each of the GL Accounts it had linked.

Re-Order Rows (Row Types: GL and Unbound): 

To change the order of the rows on the active Forecast, go to the Ribbon, Forecast Settings, Re-Order Rows.

Click-and-Drag the rows into their desired order, and press Save when complete.

Delete Row (Row Types: GL and Unbound)

To Delete a row, simply right click it and select Delete Row.
Be aware that a deleted row cannot be retrieved in the same state as when it was deleted. Schedules, offsets and manual data will be lost.


 Fill From ML (Row Types: GL)

Forecast has in-built Machine Learning (ML) algorithms that allow you to easily predict the behaviour of the account based on its observable past behaviour.

By clicking the Fill From ML option in the row’s Right Click menu, that row’s data area will be populated with the result of that algorithm.

Fill From Schedule (Row Types: GL and Unbound)

Rows allow for the user to set up scheduled income or expenses to that row.

Note that a Row can only have one schedule applied at a time at this stage.

To access the Schedule options, Right click the Row Header and select Fill From Schedule.
Fill the options in this dialog, and click Apply to create the schedule.

Set Up Loan and Repays (Row Types: GL and Unbound)

Set up your loan and repay parameters in the shown form, and the Forecast will show the repays, taking into account any interest that accrues on the loan.

Clear Row (Row Types: GL and Unbound)

Clears the Row’s data including Manual, ML, or Schedules. Note that this cannot be undone and any data in that row will be lost.

Manual Entry (Row Types: GL and Unbound)

A user can type numbers into the Account Data Area (IE any area outside the freeze panes). You can also type Spreadsheet formulae into the cells, but these save the resulting value, but NOT the formula itself.

There you have it! You're an Expense Row specialist!

If you're ready, have a look at Invoice rows next.

Need more information?

Submit a ticket by sending an email to Support@Plus.Live.

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