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Forcecast Cash Flow
I'm looking for a cashflow forecast to better plan our expenses. My goal would be to monitor the cashflow and plan expenses so we don't have a cash shortage. I'd like to record expenses per supplier, per invoice. But also expenses like salaries and
Sales Goals | I want to set sales targets, additionnally to last year's comparison
I want to assign budget to sales and expenses for the coming months
As a business owner, I would like to compare, analyse, generate insights from transactions between any two different time period. Example : compare Sep 2020 with Sep 2019 or compare Q1 and Q3. This will helps us to find who are our successful clien
Treasury | I want a short-term cash flow forecast
I want to have for each month: in the past, this month, and for the future a view on * incoming cash * outgoing cash * theoritical cash variance
Harvest | I want to bring data from Harvest Forecast
As Business Manager, I want to forecast revenue, based on resource planning, so i'll be able to anticipate much money we should generate over the coming week(s), month(s), or next year. Revenue diverges from sales, as revenue is what it's already s
Take refund receipts from QuickBooks Online into acccount.
If credit notes are well computed in deduction of sales, the refund receipt are still ignored. We will add them to adjust the turnover.
Notifications | I want kopilot to notify me each time there is a specific business event
As user, I would like to be notified when something interesting happens instead of having to connect to kopilot.
Notifications | I want to have a timeline of all main business events that happened in kopilot.
As CEO, founder or entrepreneur, and as I am not on the battle field anymore, I feel kind I've lost a bit the control over what happened in my company. I'd like to have a view over all the business events that happened.
We want to be able to display to a client their project in harvest
On the project we want to show them their tasks, total summer hours and amount, and a total summed up. The ability to share this with the client or embed it on our website is key. Basically we want this data to share with them. Task - Total hours
I want to track the retainers' consumption to manage the cash the company received, but it did not earn yet. A retainer is a fee paid in advance to the company in exchange of service to be performed at some point in the future. It is a form of cre
Integration | I want to bring my Avaza data
As user of Avaza (avaza.com), I want it bridged with kopilot
Integration | I want to bring my Zoho data
Create a connection with Zoho Invoices
Send payment reminders directly and automatically from kopilot
As kopilot recommends to send reminders, I would like to send them immediately from the app.
Exact Online | I want to bring my Exact Online data
Integration with Exact Online.
Consolidation | I want to aggregate several companies into one reporting entity
As a manager of several companies, I want to be able to aggregate them into one single reporting entity.
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