Revenue and expense assumptions are entered explicitly in the forecast editor. Choose Revenue or Expense for each item and provide its amount and timing. These assumptions drive the projection; historical results are displayed separately for comparison.
Check the start, optional inclusive end and repeat settings for each assumption. Review any growth or change value offered by the editor against the intended pattern. A recurring expense or an incorrectly repeated revenue amount can materially alter later months.
Use a description and version reason that explain the source of the estimate. Identify whether it comes from a known schedule or a planning judgment. Avoid presenting an uncertain sales assumption as an issued invoice or a posted accounting fact.
Review the exact monthly forecast before saving. Compare revenue and expense totals with the individual assumptions, particularly at their beginning and ending periods. Saving a forecast does not create operational documents or ledger entries. Use those workflows separately when the underlying business event occurs and the accounting treatment is ready.
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