Forecast Configurations

ORG SETTINGS > Forecast Configurations

General Forecast Configurations

Forecast Length

Recalculate Formulas

Reset Forecast

Active Currencies

Add Currencies

see: Currencies for a list of supported currencies.

Company Forecast Configurations

This tab will allow you to customize or reset your forecasting operations within the org - more specifically in the financials section. For more information, please reference the financials section knowledge article.

Forecast length (A.K.A: date range) can only be changed by the organization administrator

To delete all created forecasts in your financials section, click on the ‘Reset’ button in this tab.

This is also where you will add or remove currencies for yoru organization.

By default, Pluvo imports any currencies that are in use by your accounting system integrations. If you do not have an accounting integration, you must manually add a currency here before creating any cuirrency type variables.

⬇️ Let’s mouse over to the ‘Companies’ tab, and take a look at some of the features found within:

Your chart of accounts tab is the place to set default accounts within your Pluvo org, and map individual accounts for your revenue and expenses.

In this tab, you will be able to differentiate between liabilities or assets for your:

• Accounts Receivable (AR) account

• Accounts Payable (AP) account

• Unearned Revenue account

• Prepaid Expense account

• Cash account

Below that section, you can customize your revenue/expense forecasts by selecting which debit or credit accounts they are mapped to. See figure 1.2 (below) for reference:

To reset all account mappings, click the ‘Reset Mappings’ section.