Want to add an extra mesh of detail to your forecast and keep track of your pending invoices? Nothing could be easier 😊✨

Agicap allows you to create expected transactions, i.e. invoices awaiting payment. These can be incoming and/or outgoing payments.

1️⃣ First, make sure you have the little "+" at the top right corner of your screen on the blue banner.

If it's not there, it just means that the feature is not yet enabled. Just write to us on the Chat via the blue tab at the bottom right of your page, so we can activate it with a few clicks. 💪

If so, here we go!!!

2️⃣ Once the "+" appears on the top right of your screen, just click on it and then click on expected transaction. You can choose if it is an incoming or an outgoing payment, insert a title, choose a category, an amount, etc.

Follow the steps, validate, and it's done! 🏆

Your expected invoice shows in monthly vision in your Cashflow plan on the graph in intermediate green (if incoming) or intermediate red (if outgoing). In addition, you have the possibility to find all your invoices pending payment, by going to the page "Expected" to the right of the Bank tab, on the blue banner. You will also be able to track those that are overdue for payment.

💡 Good to know: You have the option to duplicate this expected transaction if it is recurring

💡 Good to know: Has your invoice been paid? Then you will be able to reconcile it with the corresponding bank transaction!