Initial Set up of Sage Forecasting 50

I have just downloaded Sage forecasting and then really don't know where to start.  Do I manually set up a chart of accounts for PL and rename all headers to what I require and how easy is it to set up hot links to an excel document that currently has my PL forecast in?  

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  • Thank you for this, I have created the sales, direct costs and overhead records now but with regards to the depreciation charges I can't treat this as an overhead as it will have to creditor account, Where do I create the depreciation PL and a loan interest overhead as this is a direct posting from the bank.
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