Revenue Forecast > Send a Revenue Forecast
- Kye Hush
- Nicky Harvey
The revenue forecast is sent from the finance & administration module > general ledger > revenue forecast. The distribution of a net revenue forecast is usually managed by finance or operations, depending on your agency process.
ON THIS PAGE YOU WILL FIND: |
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REVIEW ACTIONS MENU
You can send out the revenue forecast to be reviewed by:
Going to finance & administration module > general ledger > revenue forecast
Clicking on the revenue forecast options menu > selecting review actions
Here is a brief synopsis of what each menu item can do.
MENU ITEM | FUNCTION |
|---|---|
Flexible Review | Allows the selection of particular clients to then send the underlying records to the people who are responsible for each of the forecast records |
Approve & Lock Entire NRF | Closes the forecast for editing This is typically done on a specific day each week/month depending on your forecast process |
Set all Under Preparation | Allows you to change the status back to editable after it has been sent for review |
Send all to review | Sends the forecast records to the forecast responsible via a notification Once they receive the notification, they can review, edit & approve their forecast records |
DISTRIBUTING THE REVENUE FORECAST
From the revenue forecast options menu > review actions
Select send all to review
In the pop-up click yes
The status of the revenue forecast and the individual forecast records will change to ‘for approval’
Once the NRF status moves from ‘under preparation’ to ‘for approval’ the NRF records can only be adjusted by the NRF responsible
RETURNING THE STATUS TO UNDER PREPARATION
If you need to edit the revenue forecast, you must return the status to ‘under preparation’.
To do this:
From the revenue forecast options menu > review actions
Select set all under preparation
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