Tutorials

Using Reallocate to Enter Adjustments in RealTime CEO

Description

This tutorial video shows how to enter 3 different types of monthly data adjustments using the reallocate feature in RealTime CEO. This includes common processes such as Normalisation of Owners Salaries (NOS adjustments) and spreading one entry over multiple months.

Timestamps

‍00:00 Introduction

‍0:45 Reallocating an Amount to Another Line (NOS) + Basic Rules of Reallocate

‍2:43 Reallocating an Amount to Another Month

‍4:01 Evenly Spreading and Amount Over 12 Months

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Using Reallocate to Enter Adjustments in RealTime CEO

Using Reallocate to Enter Adjustments in RealTime CEO

Preparing your CSV files for RTC Upload

Preparing your CSV files for RTC Upload

Loading Monthly Numerical Data Into RealTime CEO

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RealTime CEO
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