Add New Finance Account Ranges

Use the Revenue Forecast Methods submodule to add new finance account ranges for a selected profit forecast method.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new finance account range:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the profit forecast method to which you want to add a new finance account range.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. Highlight the profit forecast method that you want to add a new finance account range to and in the bottom grid, click the Finance Account Range tab.
5. On the toolbar of the bottom grid, click Add New .
6. In the Company is Required dialog box, use the drop-down list to select a company and click OK.
7. You can edit the From Account and To Account fields by double-clicking on the corresponding field and using the drop-down list to select the applicable accounts.