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Expanding your Fluidly cashflow forecasting knowledge
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