What is forecast matching in Embat?

A forecast pool is a manual forecast that acts as a placeholder for automatic forecasts that have not yet been imported. Its main purpose is to anticipate cash flows when the ERP only allows invoice imports within a limited time frame (e.g., 3 months ahead).

Example of use:

• A user wants to plan for invoice payments expected in 6 months, but their ERP only allows importing forecasts with a 3-month horizon.
• They create manual forecasts within the date range when they expect the invoices to arrive.
• When the ERP imports new automatic forecasts that match the same category and date range, the manual forecast will be automatically matched.

If you have any further questions, feel free to contact the Customer Experience team or submit a request via this link.