Planning

Create, revise and organise your financial plans in one place

8 articles in this collection
Written by Focus Team

The Plan screen

An overview of how the plan screen works in Cash Manager Focus

Written by Focus Team
Updated over a week ago

Create a plan using your actual transactions

A great way to start a plan if your business is expected to perform much the same as a prior year

Written by Focus Team
Updated over a week ago

Planning tools and features

Planning options that make creating and editing plans quicker and easier. Start planning now!

Written by Focus Team
Updated over a week ago

Working plan

The working plan

Your working plan is a living document that you can shape and mould as the year progresses

Written by Focus Team
Updated over a week ago

How to turn a draft plan into a working plan

You can promote a draft plan to be used as part of your working plan at any time during the year

Written by Focus Team
Updated over a week ago

Baseline plan

The baseline plan

An overview of how baseline plans work in Cash Manager Focus

Written by Focus Team
Updated over a week ago

Draft plan

Create a draft plan

Cash Manager Focus helps you create plans easily and guides you through the creation process

Written by Focus Team
Updated over a week ago

Settings

Rename a plan

Draft plans can be renamed at any time while Working and Baseline plans use a set name

Written by Focus Team
Updated over a week ago