- Automatic forecasts: Generated from invoices imported from the ERP, reflecting receivables and payables linked to accounting documents. They can be edited in terms of forecast date, category, and tags.
- Debt forecasts: Created from amortization schedules of financial products or the In-House Banking module. Only the forecast date can be modified.
- Manual forecasts: Created directly in Embat to reflect transactions without invoices or act as placeholders until automatic forecasts are imported. They can be edited and deleted.
If you have any further questions, feel free to contact the Customer Experience team or submit a request via this link.
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