Expanding your Fluidly cashflow forecasting knowledge

Going deeper once you've completed our training content

7 articles in this collection
Written by Andrew Warden

Reporting and exports from Fluidly

Use your data outside of the Fluidly product

Written by Andrew Warden
Updated over a week ago

How Fluidly handles journals

Understand how journals impact the information within Fluidly

Written by Andrew Warden
Updated over a week ago

Including and excluding bank accounts

Determine which accounts to include in your forecast

Written by Andrew Warden
Updated over a week ago

Editing the forecast

Building on and editing Fluidly's cashflow projections

Written by Andrew Warden
Updated over a week ago

Creating account line groupings

Gather specific account lines under custom headings for ease of reference

Written by Andrew Warden
Updated over a week ago

Adding notes to your forecast

Refer back to changes or predictions and share insights using notes

Written by Andrew Warden
Updated over a week ago

Going deeper using the Breakdown

Pick out certain customers, suppliers and invoices over variable timeframes

Written by Andrew Warden
Updated over a week ago