How To: Use One Touch Reporting (OTR)
Try the template (at the bottom of this page) to see how it works. Overview The One Touch Reporting (OTR) feature is designed to reduce the amount of time taken to produce final and quality reporting. Using the One Touch button, you can drop your ...
Forecast Data Export Guide
The Data Export allows you to export multiple existing forecasts from Forecast 5 into a formatted spreadsheet to be imported into an external product, e.g., Spotlight, Fathom. Please see the attachment tab for the guide
Daily Cashflow Guide
What Is Daily Cashflow? The daily cashflow (DCF) is a rolling day-by-day bank position projection based on your budget for 90 days. The DCF worksheet is first calculated by Forecast 5 using the data entered on the records in the budget and then the ...