Modifying the Yearly 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 Yearly Forecast Units field and edit the number of units listed.

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

4. Click in each month listed out to the right and input the forecasted percentage.

∟ The totals of all 12 months must total 100 percent.

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