Getting Started Articles
14 articles
- How Upgrades & Downgrades WorkThis guide will explain how upgrades and downgrades affect your projects and saved data.
- How to Create a New ProjectThis article will teach you how to create a new project so you can start creating projections.
- How to Answer Questions on the Questions PageThis guide will walk you through the process of answering questions, submitting your responses, and updating them whenever needed.
- How do I download an image of a chart or an Excel version of a table?Learn how to easily download charts or tables from your forecasts.
- How do I provide feedback?Want to provide us with feedback or recommendations? This article will guide you.
- Found a bug or error page that you would like to report?Learn how to report bugs, errors, or unexpected behavior to the Projection Genie team so we can investigate and resolve the issue as quickly as possible.
- Using RunSmart with QuickBooks Online InternationallyFind out which international countries support using RunSmart with QuickBooks Online, including local currency and language details.
- How to Set Up RunSmart Projects for Your Clients as a Bookkeeper in your Pro plan AccountLearn how to set up projects for each client, invite them, and guide them to connect their QuickBooks account to RunSmart as a bookkeeper.
- Locking Scenarios to Prevent Unwanted UpdatesLearn how to lock scenarios so your forecast edits stay intact during accounting data updates or pulls from QuickBooks.
- Portfolio View: Monitor Multiple Projects in One Dashboard (RunSmart)Learn how to use Portfolio View in RunSmart’s Pro plan to monitor revenue, net income, profit margins, runway, and health grades across multiple QuickBooks-connected projects in one centralized, sortable dashboard.
- Custom Branded Financial ReportsLearn how to customize RunSmart Pro reports with your firm’s logo and branded color themes. Create professional, client-ready financial reports that reflect your brand or align with your client’s identity.
- How to Use Comments for Line Item Collaboration & @MentionsLearn how to use the Comments feature in RunSmart to collaborate on P&L and Sales Forecast line items. This guide covers adding comments, replying to threads, using @mentions, resolving discussions,…
- Alerts: Set Thresholds and Get Notified When Metrics TriggerLearn how to create and manage Alerts in RunSmart to monitor budgets, financial statement line items, and key metrics. Set custom thresholds and receive automatic email notifications when performance crosses…
- Goals & Milestones: Set Targets and Get Notified When They’re AchievedLearn how to create and track revenue and expense goals in RunSmart. Set monthly targets, assign responsibility, and receive email notifications when goals are achieved or missed.