Use assisted setup to set up cash flow forecasting
Instead of manually setting up cash flow forecasting in Business Central, you can also use assisted setup.
To access assisted setup, select the Search for Page icon in the top-right corner of the page, enter assisted setup, and then select the related link.
With assisted setup for the cash flow forecast, you can perform the following tasks:
Specify the cash accounts that you want to base the forecast on.
Set the automatic update frequency.
Enable Azure AI.
Configure tax settings.
Watch the following video for a quick demonstration of the assisted setup wizard.
When you finish with the assisted setup wizard, Business Central automatically runs the cash flow forecast update for the first time.