Simply Cashflow – Getting Started

To get started carry out the following: 1.    When you first log in you’ll be asked for your latest bank/cash position.  This is required to give the forecast a starting point of what your cash position is now.  If you don’t have it close by you can close this pop up box, continue then add it in the next time you log in.  Alternatively, you can go to the Analysis section and add it here (End of Period Actual Cash Position – yellow row). 2.    Go to Set-up then Settings and select: The currency symbol … Continue reading