Description | This article explains the difference between the various types of transactions available on Forwardly. |
Objective | At the end of this article, you should have a good idea of the different transaction types available on Forwardly. |
Estimated reading time | Around 1 minute |
On Forwardly, the user has the option of selecting specific transaction types to be displayed in the views. There are three types of transactions available: actual, system, and manual.
Transaction Types
- Actual transactions are the transactions from the accounting software data from the past 12 months and the coming 12 months from the date last synced.
- System Forecast transactions are the transactions that depict the cash position for the next 360 days evaluated based on the last synced data from the connected accounting software.
- User Forecast (or manual) transactions are the transactions based on the figures that the user has added manually through various options available in a tabular view.
Transaction Icon Examples
Actual | System Forecast | User Forecast |