Modifying the Monthly Forecast

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Accounting > General Ledger > General Ledger

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the general ledger account and select the account by clicking on the corresponding line.

-or-

Input an account number in the Go To Account field and press the [Tab] or [Enter] key on the keyboard.

Within the General Ledger Account Screen:

2. Click in the Monthly Forecast Units field and edit the number of units listed.

3. Click in the Monthly Forecast Amount field and edit the amount listed.

4. Click the [Save] button in the Action Ribbon.