Hi,
We've started using the cashflow forecasting feature, adding quite a few manual entries for VAT etc, but only a handful of entries are retained. We export to excel, but only for reference. Why does sage not 'save' these manual entries, or are we missing something?
Not sure of the version number but we're on subscription and no new updates are required. It's 64bit Sage Accounts Pro.
Any help would be great. Thanks.
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Cashflow forecast manual entries
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brucedenney
- Site Admin
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- Joined: 28 Feb 2006, 09:56
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Re: Cashflow forecast manual entries
I think you would need to ask Sage why they do not do things, I do not know.
If you want to fill in a wish list form I can submit the request to Sage.
http://www.makingithappen.co.uk/sage-su ... h-list.htm
My personal view is that this is not a great feature, that forecasting is something which can be easily automated, assumptions that all customers pay on time are faulty, we know from past histories that some customers are better than others. We know we can hold back some suppliers if we have issues and not others. There is some stock we could hold back on replenishing, there is product we can sell off quick if we need to get cash and so on. This sort of flexibility can not really be done in a pre-built and rigid system.
The best way to do short term cash flow is to pull the data from Sage into Excel and build a custom model.
The problem is you need to be moderately advanced in excel use to be able to do this.
If you want to fill in a wish list form I can submit the request to Sage.
http://www.makingithappen.co.uk/sage-su ... h-list.htm
My personal view is that this is not a great feature, that forecasting is something which can be easily automated, assumptions that all customers pay on time are faulty, we know from past histories that some customers are better than others. We know we can hold back some suppliers if we have issues and not others. There is some stock we could hold back on replenishing, there is product we can sell off quick if we need to get cash and so on. This sort of flexibility can not really be done in a pre-built and rigid system.
The best way to do short term cash flow is to pull the data from Sage into Excel and build a custom model.
The problem is you need to be moderately advanced in excel use to be able to do this.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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