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Definitions for Statistics and Ratio Report
How is the Ratio and Statistics report in Forecast 5 calculated: Break even sales Is the total sales needed to make zero profit. Sales cover This is the ratio of sales to total costs. Below 1 means you are not making enough money to meet your costs. ...
Xero Integration: Include Tracking Codes, All Account and Archived Accounts boxes
In February 2023, improvements were made to the Xero integration to better accommodate the inclusion or exclusion of Tracking Codes and archived accounts. If Include Tracking Codes is selected This will create a record for every tracking category ...
Cashflow: Why is my closing bank balance different to the next months opening balance?
Issue: When in actuals, your opening bank balance for a projected month does not equal the closing balance for the actual month before. Cause: Differences to the actual bank account can be because other actuals transaction (e.g. GL Journals) may have ...
Record is not showing in my reports
Issue I have a record that is not showing in any of my reports. Cause This can be caused when there are two currencies with the same TLA entered in the Currencies settings. This can cause the system to get confused. Solution To resolve this issue, ...
How To: Import Accrual and Prepaid Actuals for Balance Sheet from Integrations
Situation Forecast 5 Income & Cost records that are accruals/prepayments and separately invoiced records create a balance sheet data entry field linked to the P&L record but there is no Balance sheet GL Code from which to import the balance each ...
My record name won't save
Issue: When trying to change the name of a record, the system won't save or accept the name. e.g. Director's Remuneration Cause: This is likely because the name has either an apostrophe ( ' ) or ampersand ( & ) or speech marks ( " ). Because Forecast ...
Failed SQL Installation - An error occurred during the setup process of the feature.
Issue: When trying to install SQL Express, you receive this error: The following error has occurred: Wait on the Database Engine recovery handle failed. Check the SQL Server error log for potential causes. Cause: This usually happens when installing ...
Can I keep the forecasts from my trial when I purchase?
Question: When I have finished with my Forecast 5 trial, can I keep my forecasts for my licensed version? Answer: Absolutely! If you are planning on using Forecast 5 on the same PC that you have trialled on, simply reactivate with your new license ...
Import Error: SqlException - Unclosed quotation mark after the character string..
Issue: When trying to import bulk Employee Groups, you receive a similar error message to the ones below: Cause: This is caused by an apostrophe or quotation mark being entered on the template. Forecast 5 is built on an SQL database and the SQL ...
Bulk Employee Group Import Error: IndexOutOfRangeException
Issue: When trying to import bulk employee groups using the Employee Details import, I receive this error: Cause: This error is commonly caused by: The removal of column I in the template. Columns in the template have been reordered. Solution: Check ...
Xero Integration Error: Returned Empty Data
Issue: I receive an error message when trying to connect to Xero using the new Auth. Cause: This could be caused by the port being used by another application, therefore preventing the connection from establishing and Forecast 5 from getting the ...
Why are there two opening entries for an Accrued / Prepaid record in the opening balance sheet?
The reason is that the accrual or provision has an opening balance, i.e. we have an opening balance of a prepaid record called Insurance of $100, and at the same time, the latest invoice may be in the opening balance sheet waiting for payment. So we ...
SQLException: Cannot insert the value NULL into column
Issue: When importing or copying a forecast, you are are getting the following error: SqlException Cannot insert the value NULL into column 'InputDataBase', table 'Forecast52020.dbo.InputData'; column does not allow nulls. INSERT fails. The statement ...
Forecast 5 is not responding (or freezing)
Issue I am trying to export or copy a forecast and it is taking a long time, then says it is not responding. Should I crash out? Answer No, do not crash out of Forecast 5. Although windows is saying that Forecast 5 is not responding, Forecast 5 is ...
Hotlink: Figures not pulling through
Issue: After adding my hotlink and selecting the row of figures, the figures are not pulling through to the record. Solution: In the Excel spreadsheet you are hotlinking to, check that the R1C1 reference style is not ticked. This is found in Files > ...
HotLink Exception: Exception of type 'Forecast5.Model.HotlinkException' was thrown.
Issue: When opening your forecast, you get the following error: HotLink Exception: Exception of type 'Forecast5.Model.HotlinkException' was thrown.: 'location and name of the hotlink file.xlsx". Hot Link error found in 'Record Name'. ...
PAYE is causing an out of balance
Issue: My balance sheet is not balancing due to my PAYE. Cause: This can be caused when the first data month has been changed from any period except the first, to another period, after the figures have been entered and the PAYE figures get stuck. ...
Xero Integration - Actuals not importing
Issue: When trying to import your Actuals into Forecast 5 using the Xero integration, some or all figures are not pulling through. Cause: This could be due to lack of connection or locked accounts. Solution: 1. Check that you have re-established the ...
How to upgrade your Forecast 5 database to SQL Express on your local PC
It is common for larger users of Forecast 5 to upgrade to SQL Express from the standard LocalDb. Upgrading to SQL Express or higher is strongly recommended for multi-user sites, licenses with consolidations and integrations, and network/server ...
I'm experiencing speed issues - Forecast 5 is slow
Issue: I am finding Forecast 5 rather slow when making changes and moving between records. Causes: Some possible causes are: 1. Your PC and/or server is not meeting the recommended system requirements. 2. You are on a local database (this is the ...
Hotlink: Index was out of range. It must be non-negative and less than the size of the collection.
issue: I receive this error when trying to hotlink a file: Cause: This is likely due to the excel spreadsheet being saved as a .xls file which is not compatible with Forecast 5 as it is too old. Note: Microsoft Excel 97-2003 Solution: Save the file ...
Paste from Excel - The figures will not paste
Issue: I have copied the figures to my clipboard in Excel, right-clicked on the Set All box and selected Paste from Excel but nothing happens: Solution: Ensure that the figures in excel are NOT currency. Change to General, Number or Text.
TypeInitializationException: "System.Array.Empty" when opening Forecast 5
Issue: After an upgrade, you are receiving the following error when opening Forecast 5: TypeInitializationException The type initializer for 'Forecast5.Model.Node' threw an exception. TargetInvocationException Exception has been thrown by the target ...
Actuals: Calculated Loan Taken is showing strange Capital Paid and Gross Payment figures.
Issue: I have entered my actuals through the enter actuals screen and the Capital Paid and Gross Payment columns on my loan records do not look correct. Cause: The loan balance and interest have been entered through the Enter Actuals screen. ...
Cannot Import from Clipboard in Actuals or Opening Balances
Issue: I have exported my actual figures to Excel using "Export to Clipboard", have made changes in Excel and copied the excel figures to my clipboard but now the Import option is not available. Cause: If you forecast name is entirely made up of ...
My Balance Sheet is out of balance / my reports are wrong
Issue: My balance sheet is out of balance or my reports are not showing the correct figures. This can also be for consolidations. Cause: Sometimes this can occur with the calculations have not been properly refreshed. Solution: 1. Under Utilities, ...
Hotlinks not holding
Issue: When hotlinking to a spreadsheet, the figures pull through fine. But when exiting out of Forecast 5 and coming back in, the hotlink is no longer holding. Cause: This can be due to punctuation marks, e.g. ' (apostrophe), , (comma), etc. Because ...
Consolidation: Why are there two records with the same name?
Question: Why are there two records with the same name in my consolidation? Answer: If you have two records of the same name in two different forecasts but they are different record types, they will not be able to be consolidated and Forecast 5 will ...
One Touch Reporting: The report is showing old figures.
Question: When running my One Touch Report, it is showing old figures or dates in the reports exported. Answer: One Touch Reporting saves the exported report into your Documents folder, using the name of your forecast. If you have run the OTR report ...
Importing from clipboard - The given key was not present in the dictionary.
Issue: When trying to import your records list or records details, you receive the following error: Cause: This is usually caused if the first section name in the import list does not match with the first section name in the forecast. Solution: ...
Exception: Cannot get computer id
Issue: When trying to open Forecast 5, you get the following error: Exception Cannot get computer id Cause: Forecast 5 requires a computerid in order to license successfully. If the id cannot be read for any reason, the exception will occur. ...
Record List Import - Wages importing negative
Issue: When using the Record List import to bring in your data from Excel, the wages records are importing as negative values. Solution: Until a permanent solution is found, follow the steps below: 1. Enter 0 in the set all box of each wages record. ...
Consolidation Rules for Forecast 5
In order to successfully create a consolidation in Forecast 5, there are some rules and tips to be followed: Rules The forecasts must all have the same start date and number of years. The forecasts must be in the same state e.g. budget, actuals or ...
Upgrading Forecast 5 when on a network/server
When updating Forecast 5 to the latest version, users on a network or server must consider a few things: 1. No one must be using the program during the upgrade process. Only once the whole upgrade process has been completed should users re-enter the ...
Xero Integration Error: Method Not Found
Issue: Connection to Xero is OK, but when clicking the import data button an error is reported: Solution: Uninstall and reinstall Forecast 5.
Consolidations: An error has occurred while creating/opening the forecast.
Issue: When trying to complete a consolidation, you are receiving the following error: "An error has occured while creating/opening the forecast. If this is a consolidation, please check that all records are named correctly to avoid duplicate record ...
Version Control: Unable to access Forecast 5 after update
Issue: After running the update, Forecast 5 begins to load, the error below flashes and it closes down: "The Forecast 5 Client you are running has a newer version than the database you are connecting to. Ensure that the db user you are connecting ...
Can I change the recovery model on my Forecast 5 database .log file from Full to Simple?
Question: My .log file for the Forecast 5 database has grown to a significantly large file. Can I change the recovery model from Full to Simple? Solution: Forecast 5 uses Full recovery model by default to allow you to be able to restore from the log ...
SqlException Incorrect syntax near ','.
Error Message: TargetInvocationException Exception has been thrown by the target of an invocation. SqlException Incorrect syntax near ','. at Forecast5.DataAccessLayer.Forecast5Db_SQL2008.Save(IDbTable entity, IEnumerable`1 columns, IEnumerable`1 ...
License - The Given Key Was Not Present In The Dictionary
Issue: When trying to run Forecast 5, you get the error message below: "The given key was not present in the dictionary" Solution: Contact support@forecast5.com with the name of the computer you are having the issues with. They will clear the ...
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