Open the forecast.
Select New prediction, then Manual prediction.
Select Repeating as the prediction method.
Configure the prediction
Complete the following fields:
Prediction name | Enter a name for the prediction. This is the name that appears in the forecast and in any reports that reference it. |
Account | Select the account you want the prediction to update. |
VAT/GST/Sales tax rate | The prediction uses your default VAT/GST/Sales tax rate unless you enter a different percentage. |
Start date | Select when the prediction starts. |
Amount | Enter the prediction amount excluding VAT/GST/Sales tax. |
Repeat | Choose how often the prediction repeats:
|
End | Choose when the prediction stops. You can:
|
Increase or decrease over time
Apply a fixed amount or percentage increase or decrease to the repeating value. Futrli uses the starting amount as the baseline and applies the change to future periods.
Set the cash flow payment treatment
Choose how the prediction affects cash flow.
Available options are:
Same-day payment
Single payment
Multi: in days
Non-cash transfer
đ TIP: If you select non-cash transfer, choose a balancing account.
Review the impacted accounts
The Accounts impacted tab shows how the prediction affects your forecast, including:
The selected Profit & Loss or Balance Sheet account
VAT/GST/Sales tax
Bank accounts
Accounts receivable or payable
đ NOTE: This tab appears after you enter a prediction name, select an account, and enter an amount.