Forecast using the ‘Same 3 months last year’.

How to use the ‘Same 3 months last year’ cash flow forecast option.

    Tania-Chat instructions

    Your 3 month cashflow forecast update is accessed via the Main menu.  When presented with the options.

    1. Click 'Cashflow '.

    2. You will be presented with the Cashflow Forecast Menu.

    4. Click '3 mth Cashflow Forecast '.

    5. When presented with the options.  Click 'Same 3 months last year'.


    Tania-Voice instructions

    1.  Activate Alexa from your Alexa device or phone.
    2. Say “Alexa, open Tania”.
    3. When asked “do you want to listen to an update from the current organization”, say No.
    4. Alexa will then list all the organizations you have access to in Xero.
    5. To make a selection, say “Alexa, (followed by the number) 1, 2, 3” etc at any time while Alexa is reading out the list of Organisations.
    6. When Alexa requests time to access the latest data for your chosen organisation, say Yes
    7. When asked “would you like to know if you have any unreconciled transactions, say No.
      at any time say “Alexa, forecast”, and answer the questions that follow.
    8. When asked “do you think the next 3 months will be similar to the last 3 months, say No.
    9. When asked “do you think the next 3 months will be similar to the same 3 months last year, say Yes.
    10. When Alexa requests time to access last year's data, say Yes.
    11. Alexa will provide a report based on the previous year’s data.

    To hear the forecast again, say Yes, when prompted. Or you can return to the main menu.