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
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)
Modelling Techniques
- Modelling Partnerships
- Modelling Milestone Invoicing
- Modelling Leave Provisions
- Modelling WIP for Professional Service Firms
- Modelling Prepayments & Accruals
- Modelling Inventory Write-Offs