Forecast 5 Quick Start Guide

Forecast 5 Quick Start Guide

Contents

Introduction to Forecast 5 ..................................................................................................................... 3

Creating a new Forecast ......................................................................................................................... 3

Opening, Importing, Saving and Closing Forecasts ............................................................................... 6

OPENING AN EXISTING FORECAST ................................................................................................................ 6

IMPORTING A FORECAST ............................................................................................................................ 6

SAVING A FORECAST ................................................................................................................................. 8

CLOSING A FORECAST ................................................................................................................................ 9

Forecast Settings .................................................................................................................................... 9

FORECAST DETAILS ................................................................................................................................... 9

CURRENCIES .......................................................................................................................................... 10

GST/VAT RATES ................................................................................................................................... 10

PROFILES .............................................................................................................................................. 10

PAYROLL TABLES & OPTIONS ................................................................................................................... 11

PARAMETER DEFAULTS ........................................................................................................................... 11

Forecast Records and Structure ........................................................................................................... 11

FORECAST STRUCTURE ............................................................................................................................ 12

SECTION AND RECORD TYPES ................................................................................................................... 12

Opening Balances ................................................................................................................................. 13

Reports and Visuals .............................................................................................................................. 14

SHOWING REPORTS ................................................................................................................................ 15

PRINTING AND EXPORTING REPORTS ......................................................................................................... 15

CLOSING REPORTS ................................................................................................................................. 16

VISUALS ............................................................................................................................................... 16

Actuals .................................................................................................................................................. 17

ENTERING ACTUALS DATA ....................................................................................................................... 17

Consolidations ...................................................................................................................................... 23

Extent – Multi-years ............................................................................................................................. 21

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