Has anyone got experience of building a cash projection report using Velixo, where this pulls live Sage Intacct data in terms of income streams (OTC), expenditure (PTP), Bank balances and refreshes this using Sage? if you've got any hints or tips about what steps are best to follow, it'd be appreciated.
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Pooria Forootan posted
28 days ago
Best Answer
Hi Andy. I hope you're doing well. The closest template we have for what you're describing is our Cash Flow Forecast template. Please find it via the link below.
If you think that doesn't match your needs, I'll be happy to look into this together. Please feel free to book a time slot using the following link for a quick chat:
Hi Andy. I hope you're doing well. The closest template we have for what you're describing is our Cash Flow Forecast template. Please find it via the link below.
If you think that doesn't match your needs, I'll be happy to look into this together. Please feel free to book a time slot using the following link for a quick chat:
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Has anyone got experience of building a cash projection report using Velixo, where this pulls live Sage Intacct data in terms of income streams (OTC), expenditure (PTP), Bank balances and refreshes this using Sage? if you've got any hints or tips about what steps are best to follow, it'd be appreciated.
0 Votes
Pooria Forootan posted 28 days ago Best Answer
Hi Andy. I hope you're doing well. The closest template we have for what you're describing is our Cash Flow Forecast template. Please find it via the link below.
https://help.velixo.com/doc/main/intacct/si-gl-rt7-cash-flow-forecast-budget-based
If you think that doesn't match your needs, I'll be happy to look into this together. Please feel free to book a time slot using the following link for a quick chat:
https://meetings.hubspot.com/pooria-forootan
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Pooria Forootan posted 28 days ago Answer
Hi Andy. I hope you're doing well. The closest template we have for what you're describing is our Cash Flow Forecast template. Please find it via the link below.
https://help.velixo.com/doc/main/intacct/si-gl-rt7-cash-flow-forecast-budget-based
If you think that doesn't match your needs, I'll be happy to look into this together. Please feel free to book a time slot using the following link for a quick chat:
https://meetings.hubspot.com/pooria-forootan
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