{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/82b74492233b46d695a2d77979cf9d4b\" frameborder=\"0\" width=\"1658\" height=\"1243\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1243,"width":1658,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1243,"thumbnail_width":1658,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/82b74492233b46d695a2d77979cf9d4b-7ac768e063a5ad29.gif","duration":557.59,"title":"Help Videos - Creating a Cash Flow Forecast in Kordis","description":"In this video, I walk you through the process of creating a cash flow forecast in Quartus using the Cashflow dashboard. I demonstrate how to name the forecast, select the duration (in this case, 13 weeks), and utilize historical bank balance data for a machine learning-generated forecast. I also show how to pull in accounts payable from QuickBooks or RAMP and highlight the importance of selecting appropriate payment dates for bills. Additionally, I explain how to update and categorize transactions within the cash flow table. Please ensure you follow along and integrate your accounts payable if you haven't done so already."}