Get Started Features Learn Pricing Support Contact
Submit a request
Sign in
  1. Castaway Forecasting
  2. Forecast

Forecast

• Building Chart of Accounts • Managing Forecast Data • Modelling Techniques • How To • Advanced Techniques (Drivers, Datalinks)

Building Chart of Accounts

  • QSG 2: Building a Chart of Accounts
  • QSG 11: Element Types
  • Using the Castaway Chart of Accounts
  • WEBINARS: How to Structure Your Castaway File - UK and AU/ NZ versions
  • Setting up GST/VAT
  • Working with Templates
See all 8 articles

Managing Forecast Data

  • Castaway File type Glossary
  • QSG 3: Data entry options
  • Tax Glossary
  • Uploading Forecast Data via Excel
  • VIDEO: 5 Steps to Fast and Accurate 3-Way Forecasts
  • VIDEO: Upload Forecast Data from Excel (1m 29s)
See all 12 articles

Modelling Techniques

  • Modelling Partnerships
  • Modelling Milestone Invoicing
  • Modelling Leave Provisions
  • Modelling WIP for Professional Service Firms
  • Modelling Prepayments & Accruals
  • Modelling Inventory Write-Offs
See all 9 articles

How To

  • Right of Use Assets (ROU)
  • Custom Profiles
  • How to: Defer the start of depreciation expenses to a future period
  • How to: Write off a Fixed Asset
  • How to: Search for a specific element or number in Castaway reports
  • How to edit multiple element settings

Advanced Techniques

  • Troubleshoot: Excel Datalink is returning incorrect values
  • QSG 15: Working with Drivers
  • Working with Driver elements
  • VIDEO: Exploring Drivers (4m 53s)
  • QSG 8: Datalinks
  • VIDEO: The Power of Datalinks (1m 46s)
Castaway Forecasting