How To

Opening Balance: Loan Opening Balance Won't Save
Issue / Problem: When in the Enter Opening balances screen, the Loan opening balance will not save:   Solution: You must enter the Opening ...
Fri, 16 Feb, 2018 at 2:49 PM
Retained Earnings Record and Balance sheet reported retained earning do not agree
Issue:  Retained Earnings balance sheet and the retained earnings record are not the same values. Solution:   The most likely reason for this it t...
Fri, 16 Feb, 2018 at 2:51 PM
How To Update Forecast 5
The best way to update to the latest version of Forecast 5 is to go to and select the relevant version for your PC and location.
Fri, 16 Feb, 2018 at 3:13 PM
How To Update Your Login Details
If you would like to personalise your username and password for Forecast 5, login to Forecast 5 with the default details: Username: Admin Password: (bl...
Fri, 16 Feb, 2018 at 3:14 PM
How To Create Templates
In Forecast 5, you have the ability to create templates from existing forecasts.   1. Open Forecast 5 and highlight the forecast you wish to use as a temp...
Fri, 16 Feb, 2018 at 3:58 PM
Opening Balance: Opening Balance of An Asset Does Not Show On Reports
Issue: Entering or changing the opening balance on an asset record does not update on the reports. Solution: You must enter the ope...
Wed, 28 Mar, 2018 at 11:37 AM
Using Forecast Status
We have recently introduced a forecast status for Admin Pack users. This allows the owner of a forecast to define the status of a forecast;  Editable ...
Thu, 12 Apr, 2018 at 3:52 PM
How to change the default currency for a forecast
Issue: You want to create a forecast for a country not available on our list, e.g. South Africa Solution: Update the default currency to the c...
Fri, 27 Jul, 2018 at 10:05 AM
Using Reset to No Actual’s
The Reset to No Actuals feature is designed to make the next year budget easier. This works by saving your actuals as the budget figures to then allow to yo...
Tue, 16 Jul, 2019 at 3:49 PM