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How do I exclude data from a forecast?

It's easy to exclude data from a forecast.

Reminder: To create an accurate forecast based on specific requirements, users may feel the need to exclude individual transactions, contacts, or Chart of Accounts from the system-generated forecast.

In the sections that follow, we will learn how to do that.

Exclude a Transaction

  1. In the Cash Flow area, click on the cell containing the specific transaction you want to exclude from the system forecast.
  2. Under Transaction Details, find the particular transaction you're looking to exclude.
Tip: Use the Search function located toward the top right of the Transaction Details screen to search by Name, Reference Number, Description, or Amount.
  1. Under the Action column, click the blue slider button that says Exclude.
  2. Click the X at the top right to close the Transaction Details window; your forecast will be updated instantly.

Exclude a Contact

  1. Beside the Cash In (Account Receivables) or Cash Out (Account Payables) areas, click the three-dot (kebab) options icon.
  2. Select Manage Contacts.
  3. Choose either Customer, Vendor, or Employee.
  4. Either search for the contact using the search bar at the top, or scroll until you find the contact you're looking to exclude.
  5. Once you’ve found the contact, click the blue slider button that says Exclude beside their name.
  6. Click the Done button at the bottom of the Manage Contacts window to see your updated forecast instantly.

Exclude a Chart of Account

  1. Beside the Cash In (Account Receivables) or Cash Out (Account Payables) areas, click the three-dot (kebab) options icon.
  2. Select Manage Chart of Accounts.
  3. Choose the category at the top that your Chart of Account falls under.
  4. Either search for the Chart of Account using the search bar at the top, or scroll until you find the Chart of Account that you want to exclude.
  5. Once you’ve found the Chart of Account, click the blue slider button that says Exclude beside the name.
  6. Click the Done button at the bottom of the Manage Chart of Accounts window to see your updated forecast instantly.
Tip: If you exclude the wrong data from a forecast, you can add it back. 

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