Why refresh Computations?
Agicap does not automatically update formula-based forecasts and KPIs. Manually refreshing computations ensures that any changes to your data or formulas are reflected in your cash flow plan.
How to refresh Computations?
Option 1: Use the 🔄 Refresh Computation Button
Go to your Treasury module: navigate to the Cashflow Plan.
Click the 🔄 Refresh Computation Button: This button is located at the top right of your Cashflow Plan.
Wait for the Process to Complete: Agicap will recalculate all forecasts, VAT, and KPIs.
Option 2: After Creating or Editing a Formula
For Formula-Based Forecasts:
After creating or editing a forecast formula, click Validate.
✅ This refreshes all calculations, not just the one you edited.
For Formula-Based KPIs:
After creating or editing a KPI formula, click Validate.
❌ This does not trigger any calculations. You still need to use the 🔄 Refresh Computation button.
💡 Tips
Regular Updates: Refresh computations regularly to maintain accurate forecasts and KPIs.
Monitor Processing Time: If refreshing takes too long, adjust your settings or data as mentioned above.
Q&A ❓
Can I refresh computations for a specific time frame?
Yes, by adjusting the Display Period settings, you control the range of offsets (time periods) that are recalculated during a refresh.
Why doesn't validating a KPI formula refresh its calculation?
Unlike forecast formulas, validating a KPI formula does not trigger recalculations. You need to click the 🔄 Refresh Computation button to update KPI values.