Quite the update for the stress test cashflow
in the BE COVID-19 package:
With this update, we made the conclusion part configurable for export, meaning you can exclude it from the export, if needed.
But more importantly: it is now possible to create a forecasting for 3,6 or 9 months.
A visual update as well: when the cashflow goes below zero, we will not express that in the color red (previously, warning texts were shown).
Let’s see in detail what this version 2.0 holds:
exclude the conclusion part from export
In case you really want to export this template to PDF (as you know, you can always use Silverfin Interact to communicate with your customer and show him the cashflow stress test ), then it might be preferred to not include the conclusion part.
If you want to do this, add this piece of code:
{% assign show_conclusion = false %}
into the configuration box of the template on firm level:
and press save. From now on, the conclusion part will not be seen in an export.
Red marking of negative cashflow
Those warning text we used (the red triangles that immediately caught the eye), might be a little bit too much in a packed table already, so now we go for this instead:
Grabs the attention without giving the impression something is necessarily wrong with the data provided.
And next update is something we hope to please you all (it was also often requested):
Create forecasting for 3,6 or 9 months ahead
As you can see now, you’ll have the option at the start of the template to chose which periodicity you want the forecasting to be created; keep in mind that already given numbers in one periodicity, will not automatically be copied over to a new periodicity:
You can now start forecasting in 6 months eg:
We hope this helps you out a lot, together with your customer.
If you have any feedback, don’t hesitate to share this with us. And make sure to use this together with Silverfin Insights, which will have some updates as well coming very soon.