How to use the ‘Same 3 months last year’ cash flow forecast option
- Activate Alexa from your Alexa device or phone.
- Say “Alexa, open Tania”.
- When asked “do you want to listen to an update from the current organization”, say No.
- Alexa will then list all the organizations you have access to in Xero.
- 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.
- When Alexa requests time to access the latest data for your chosen organisation, say Yes.
- 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.
- When asked “do you think the next 3 months will be similar to the last 3 months, say No.
- When asked “do you think the next 3 months will be similar to the same 3 months last year, say Yes.
- When Alexa requests time to access last year's data, say Yes.
- 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.