FAQ (Overdue Reminders)
Can you give or revoke permissions to certain Debtors from nominated Users?
At this stage, this functionality is not part of Forecast.Live. All Debtors in your business system are available to all users on your portal. Need further information? Send us an email to Support@Plus.Live
How does Forecast handle multiple entities, for example a business Group?
At this stage, Forecast.Live works on the rule "One Database = One Company". If there are multiple companies on multiple database, it's easy to add Forecast.Live to each entity. From here, your Partner or Plus Software can consolidate reporting using ...
Can you attach an Action to an Invoice?
Absolutely, you can! Within Forecast.Live, from the main menu on the left hand side, go to: Debtors & Creditors -> Debtors (or Creditors) -> Transactions From the grid that appears, click the '+' Icon in the grid, and the action created will be ...
Can I customise the Domain name (where Reminder Emails are sent from)?
At this time, the emails are sent from our domain: noreply@plus.live In your admin settings, you can specify the sender name and Reply-To email to appear on the email. Need more information? Send us a ticket to Support@Plus.Live - our team is on ...
Can we attach a Statement to the Reminders?
At this stage we don't allow for the attaching of Statements from Forecast.Live. The Reminder is however shipped showing a table of Due Invoices to the email Template, which serves a similar purpose. This is customisable too Here's how it looks: ...
How do Automated Invoices work with Invoice Aging?
The aging settings are taken into account in the sync process, so any Invoices you see in Forecast.Live already display the Due Date as the date it ages. For example, if an account with Aging setting "End of Next Month" has an invoice drawn in the ...
I received the notification, but there’s far fewer Overdue items than I can see in my Business System. Why?
Your administrator User sets the parameters for this list of Debtors. This is under the Admin menu/App Settings Send Invoices over X Days Overdue: Excludes invoices that have overrun their due date by fewer than this many days. Send Invoices over Y ...