Blog by Stephanie

What is a Section Summary?
It is so easy to see how your section is adding up!

With our section summary, you can quickly check on how each record in your P&L sections are looking.

To use the section summary:
  1. Click any P&L Section name (indicated by the blue arrow)
  2. See your summary!

It really is that easy!

25.05.21 02:05 PM - Comment(s)
What Are Visuals?
With 6 visual graphs available, now you can see how your data is looking, and moving!
Structured similar to our standard reports, you can see the visuals monthly, quarterly or annually!
  • EBITDA
  • Sales Visual
  • Bank Balance and Movement
  • Working Capital Days
  • Debtors Days
  • Net Bank
18.05.21 03:35 PM - Comment(s)
What Are Integrations?

Forecast 5 integration allows the user to import data from their financial application, eliminating the time-consuming task of manually keying figures. 


The integration process will effectively create a budget from the selected accounting system, allow users to prepare next year’s budgets and re...
18.05.21 03:11 PM - Comment(s)
What Are Forecast Tags?

We've made it easier for you to organise your forecasts with tags!

Use tags to distinguish forecasts by area, version, state or however suits you!

18.05.21 02:23 PM - Comment(s)
What Are Report Views?

Written to enable you (or us!) to create the reports you need in your preferred report writing tool.


While Forecast 5 comes with many built-in reports and the ability drop them into excel using One Touch Reporting,

we have designed the Report Views to allow your raw forecast data to be extracted ...

13.05.21 03:34 PM - Comment(s)
What Are Contract Retentions?

After discussions with construction businesses using Forecast 5, 

we have introduced a new derivation under Accrued/Prepaid cost and sales records for Contract Retention 

where your customer or supplier may retain a portion of the invoice until a job has been completed.


13.05.21 03:30 PM - Comment(s)
What Is The Admin Pack?

Security

The Admin Pack was developed for multi-user clients to provide security locks on sensitive forecasts. 

With the Admin Pack, you can split users into groups and then assign forecasts to specific groups to ensure only those you want
can see particular forecasts, can. 


Status Entry

The a...

13.05.21 03:10 PM - Comment(s)
What is One Touch Reporting?

Forecast 5's innovative new feature, One Touch Reporting, allows you to design and customise a report pack to be readily available for all your budgets, reducing time spent on your budgeting process. 

06.05.21 04:56 PM - Comment(s)
What Is Daily Cashflow?
Using Daily Cashflow, you will be able to:


- Get a clear idea on where you cash is.

- Fine-tune receipts and payments on a day by day basis.


- Determine your payment/receipt frequencies, e.g. Weekly, Monthly, etc.


- Determine your payment/receipt days, e.g. 1st January or 5th January, etc. 

06.05.21 04:53 PM - Comment(s)
Why We Have Two Versions (Standard and UK) of Forecast 5?
Explanation on why we have two versions of Forecast 5.
06.05.21 04:10 PM - Comment(s)
Budgeting Impacts of COVID-19

Written by Geof Nightingale

It is unlikely the past is any guideline for the future, but you have to start some where and this is as good a place as any.
  • Take your current actuals budget or budget.
  • Save as to get a new budget
  • Reset to no actuals and say yes to keep actuals
  • From the Settings menu, select ...
01.04.20 05:02 PM - Comment(s)
Helping You Fight Through COVID-19

Who would ever have dreamt, as they sat down less than four months ago to pen their new year’s resolutions of the economic destruction we have seen, that New Zealand – and most of the world - would be in lockdown and that ghoulish details of infection rates and mortality worldwide would lead the dai...

01.04.20 04:58 PM - Comment(s)