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Cash flow forecasting

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Grouping: update "ungrouped" name

Can we allow users to name the ungrouped group? A client would like to rename ungrouped to “other” I could see other users wanting to update this name so they do not have to move a large category to a group.
Stella Rafaelidys about 2 years ago in Cash flow forecasting 0 Needs validation

Saving 'what-if' scenario plan views

To be able to edit the forecast with your 'what-if' scenario planning, and save that as a view which you could always come back to, and eventually be able to swap easily between saved scenario planning views. This would allow customers to not need...
Guest about 2 years ago in Cash flow forecasting 0 Needs validation