Some records showing no data after consolidating
When consolidating forecasts, all records import but only the figures from one base forecast is appearing.
The main bank account names are different, causing confusion on consolidating the forecasts.
Update all base forecasts to have the same Main Bank Account name.
Forecast 5 Demo Data
Downloaded and installed Forecast 5 and you aren't sure where to start? We have provided a demo data forecast that will help you see most of the features and benefits that Forecast 5 has to offer. Download the attached demo data (found at the bottom ...
Settings: Parameters are not updating my records
Issue: I have changed my parameter defaults under settings and they are not updating the records. Solution: Changing the parameter default for the forecast will not update existing records. It will set these as defaults for newly created records.
Why are my records are greyed out.
Issue: When opening my forecast, my records are all greyed out. Solution: Check that What If mode is not on. You will be unable to edit the records if What If mode is on. Exit What If by unticking Show What If
PAYE showing 0 in Wages record
Issue: When entering your staff using Employee Groups, your PAYE is showing as 0. Solution: Go to Settings > Payroll Tables & Options > Bonus. You will need to make sure this is set to 100. If it is set to 0, this multiplies the figure by 0.
Additional Years Not Appearing On Reports When Consolidating
Issue: You have created a multi-year consolidation and the additional years are not showing in the forecast or reports. Solution: Once you have created the consolidation, open a base forecast. Alter a figure to allow calculation. Head back to the ...