You can convert any forecast into a 1 year P&L or 3 year cash flow forecast but you can't convert into the 3 year cash flow with due invoices forecast:
📎NOTE: You can convert the following:
Convert a 1 year P&L into a 3 year cash flow
Convert a 3 year cash flow into a 1 year P&L
Convert a 3 year cash flow with due invoices into a 1 year P&L
Convert a 3 year cash flow with due invoices into a 3 year cash flow
To convert a forecast, you need to create a new 1 year P&L or 3 year cash flow forecast and use the option Create from an existing forecast:
Click the Forecasting tab
Click the forecast type to convert into (1 year P&L or 3 Year cash flow)
Click Create from an existing forecast
Choose the forecast to duplicate from
In this example, we’re creating a 1 year P&L forecast based on an existing 3 year cash flow forecast.
📎NOTE: This option isn’t available when creating a 3 year cash flow with due invoices. You can however create the 3 year cash flow with due invoices forecast with the other 3 methods: from scratch, with auto-predictions or from last year's actuals.