How to extend your forecast
To extend your forecast:
What is considered a large Chart of Accounts?
When you extend your forecast range, you may experience longer loading times in the forecasting tool, especially if you have a larger Chart of Accounts.
In general, a larger Chart of Accounts would contain more than 1,000 accounts.
How far into the future can you forecast?
By extending your forecast to 5 years, you'll be able to forecast five years beyond the current financial year.
If you are partially through the current financial year, you can forecast through the remainder of the year plus five financial years into the future.
The chart shows the forecast date range if the financial year is January-December and the current month is August. The same logic applies to other financial years.
Reverting back to a 3-year forecast
When you extend your forecast range to 5 years, you cannot go back to a range of three years without deleting your forecast.
BEFORE deleting your forecast:
Once you've completed the above steps, you can delete your forecast:
When you create a new forecast, the date range will automatically be three years.
Additional knowledge & common questions