This article explains how to generate the Cash Flow Forecast report in Insight Legal.
The Cash Flow Forecast report shows the cash you brought forward from last month and allows you to compare your planned expenditure against your expected cash balance.
Generating the Cash Flow Forecast Report
- Click Reporting
Select Cash Flow Forecast from the Performance column
Click on the image to enlarge - You will be navigated to the report generation screen, fill in the following details:
- Period
- Branch
- Department
Once done, click Run