Projected Transactions
This video provides an overview of the Business Conveyor Belt (BCB) Projected Transactions feature, showing how one-off and recurring income and expense items can be added, managed, and reflected in cashflow forecasting.
Video Link:
Projected Transactions Walkthrough
What you'll learn:
- How to create and manage one-off and recurring transactions
- How repeated income and expenses are handled in BCB
- How recurring items feed into cashflow forecasting
- How this feature supports ongoing financial planning
Key Capabilities of projected transactions in BCB:
- Setup of repeating income streams
- Management of standalone and ongoing business expenses
- Automation of recurring financial activity
- Integration into cashflow forecasts
This feature helps ensure consistent financial visibility by accurately reflecting ongoing and one-off income and expenses, enabling more reliable forecasting and better business planning.