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
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 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.
Related Articles
What are Expense Rows?
Once you've created your first Cashflow, you'll be presented with a number of rows within your Cashflow schedule. (We've explained the rows and screen layout in more detail HERE). Let's walk through your functionality for what we call Unbound Rows ...Working with Invoice Rows
We've explained Invoice Rows HERE - now let's look at the specific functionality around invoice rows. The Debtors Transaction Cell By Right clicking the cell “Debtors Transactions” a user can either: Fill from ML: Use our Machine ...What are Invoice Rows?
By now you should be across the Cashflow Screen, and Expense rows. Let's take a look at the Invoice Rows - these rows rows contains all of the Open Invoices (incl Credits and Receipts) in your Business System, at the time of syncing data. If the ...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 ...Error Message - Dashboard or Widget failed to load
If this error pops up when running a Dashboard: Sorry this dashboard or widget failed to load. Please see the error message below for more information: You Dataset is too large, with more than xxx xxx rows. Snapshot.live has a limit of 500000 rows. ...