Group 65
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Planning
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