Easy Cash Forecast
Introduce on bank statement the notion of Forecast Statement: it's like a classic statement but without any possibility to make any action from it (reconciliation - creation of journal entries - ...). It's taken into account only for the graph view and cannot be reconciled.
Easy Cash Forecast
Introduce on bank statement the notion of Forecast Statement: it's like a classic statement but without any possibility to make any action from it (reconciliation - creation of journal entries - ...). It's taken into account only for the graph view and cannot be reconciled.
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo does not propose any cash forecast tool.
CLUEDOO'S FUNCTIONS
Creates a simple way to make a cash forecast by taking into account:
- Last bank balance
- Open invoices / bills and their due dates
- Manual forecast
From there, Cluedoo helps create a graph view to visualize the activity of your cash.
MODULE +
Provides a simple and quick way to have a cash forecast graph view integrated within Odoo.
CLUEDOO RECOMMENDATION
Install on 100% of your database if you need a useful quick financial forecast.
HOW TO USE THIS MODULE
- Introduces on your bank statements the option of a Forecast Statement. It's like a classic statement but without any possibility to make any action on it (reconciliation, creation of journal entries, etc.). It provides a the graph view and cannot be directly edited.The objective of an easy cash forecast is to simply get the graph below to forecast your future cash situation:
In Accounting → Cash Forecast, you can create a forecast statement.
