Plus.Live | Forecast.Live | Knowledge Base
Setting Up Forecast.Live (General)
Follow these steps to set up Forecast.Live. Ignore if you are already using another Plus Application.
Your Business Settings
After "Setting Up Forecast.Live (General)" is complete, decide on exact settings for your Business.
Viewing Customer Information
You can view Customer information in a number of ways.
Viewing Supplier Information
You can view Supplier transactions within Forecast.Live too
Sending All Reminders
This section details how to set up your automation for all overdue reminders
Sending Select Reminders
The Select Reminder section gives guidance on specific reminders
Daily & Weekly Cashflow
Forecast.Live includes a Cashflow module. with real time, connecion to Accounting. "Set and forget" Cashflow Forecasting!
The monthly forecasting module within Forecast.Live allows Users to view cashflow on a monthly basis.
Add notes, appointments and tasks against Customers within Forecast.Live
There are some useful analytics from Overdue Debtors and Cashflow forecasting. Have a look.
Reports in Forecast.Live
View Reports in Forecast.Live
Commonly asked Questions