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Is it possible to integrate Cash 360 forecast into the Cash Flow report?

edited Jul 1, 2023 2:23AM in Ask A Guru 14 comments

Hi There

I have a few forecast related questions:

  1. Is it possible to create a report that shows the forecasted values from the, for example, cash 360 app and then compares it to the cash flow actuals for the month?

Are the cash flow forecast figures 'stored' that allows them to be used for creation of reports, dashboards or saved searches?

i.e. I essentially want to add in the actual cashflows for the month of June 2023, Jul 2023, etc to the following data at the end of the month to see how the forecast compared to real cash flows:


2 Why am I getting the following error when I select 'customise' for cash flow statements

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