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Revenue Forecast > Lock & Finalize

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The revenue forecast is locked from the finance & administration module > GL > revenue forecast. The locking of a revenue forecast is usually managed by finance or operations, depending on your agency process.

ON THIS PAGE YOU WILL FIND:


LOCKING THE REVENUE FORECAST

To lock the NRF for further edits:

  • Click on the net revenue forecast options menu > selecting review actions

  • Then select approve all & lock entire NRF

  • In the pop up > click yes

  • The status colour has now changed to dark blue (finalized) to indicate that the net revenue forecast is completely locked for editing

  • Every line item contains a padlock icon, also indicating that no further changes can be made


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