Your Business Settings
Setup - Business Central & Wiise Bank Accounts
Both Business Central and Wiise have an additional step to mapping Bank Accounts to the General Ledger accounts they represent. Navigate to Admin Menu -> Setup -> Bank Accounts For each Bank account we have found in your Business System, click Modify ...
Setup: Action Activities
This allows an Admin User to add Action ACTIVITIES to Actions. When choosing a Task, you now have the option to choose a Next Activity (which you can template) in Settings. The benefit of this is that you can add more detail to a Task and offer more ...
Setup: PDF Formatting and Layout
Forecast.Live allows you to generate invoice copies and these are generated as PDFs. You can customise the layout PDFs within the Application. By now you should have already set up the first three options, CONNECTED MODE, GENERAL APP SETTINGS and ...
Setup: Email Settings
Forecast.Live allows you to customise EMAIL information to suit your business. By now you should have already set up the first two options, CONNECTED MODE and GENERAL APP SETTINGS Connected Mode (your syncing schedule); General App Settings ...
Setup: General App Settings
Once you've sorted out the Connected Mode sync schedule, you should look at some General Settings. As a reminder, this is under the ADMIN MENU: This screen opens with options under GENERAL, EMAILS and PDF Click on App Settings: Now input further ...
Moving from Trial to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
Setup: Connected Mode and Sync schedule
When you first start using Forecast.Live, you will need to define some key settings for your Business: Connected Mode (your syncing schedule); General App Settings (see HERE) Email Setup (See HERE) PDF Setup (See HERE) All these settings are found ...