Using IRIS Insight

Setting up Forecasts

• Import Money Owed
• Import Money Due
• Importing A Forecast
• Setting Up Categories

Managing Your Forecasts

• Adding New Forecasts
• Selecting The Forecast You Want To Work On
• Deleting A Forecast

Editing forecasts

• Editing Or Deleting Categories
• Changing Forecast Data For One Or Two Months For An Otherwise Recurring Amount
• Adding Depreciation

Actuals

• Syncing Actuals With Kashflow
• Importing Actuals Via Excel

What If

• What If Scenario Planning

Settings

• What Can I Edit In The Settings Tab?
• Adding and Deleting Users
• Specific VAT Settings