Product Update: New Financial Features

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Our regularly scheduled monthly product update went live on Thursday evening. In addition to small improvements and routine fixes, this release adds the following capabilities:

Make a copy of your plan
On the My Plans page, there is now a “Copy” link next to each plan. This acts like the save-as function in a word processor, making a complete copy of your plan. You can use this to experiment with different scenarios (what if sales are better or worse than expected?), to save a backup version of your plan as of a certain point in time, or to start a new plan with the same outline adjustments you made in the previous one.

Optional email notifications for comments
Want to know when other users add comments to your plan? Choose User Settings from the Profile menu. You will see a new option to turn on email notifications, one for each new comment.

Financial Statements chapter
In full-financials mode only, the Profit and Loss Statement, Balance Sheet, and Cash Flow Statement sections are now organized into their own chapter (called “Financial Statements”). This makes it easier to navigate to them in the app as well as to find those pages in the printed document or PDF.

No more limit in the forecast
The Sales Forecast table builder originally enforced a hard limit of ten products or services. Staying under that total is still a good general rule. By popular demand, though, we have removed the hard limit, giving you the flexibility to decide how many lines is right for your plan.

Easy navigation in the Appendix chapter
The Appendix chapter now places the detailed view of each table in its own section, rather than putting them all into one section. That makes it easier to navigate between these views on screen. It also significantly improves the speed of the interface for those tables.

A note on the Help Center. One thing missing from this release is an updated Help Center. Sorry about that. We are moving the existing content to a new, better platform and adding lots of content. That work should be ready within the next month. In the meantime, we are here to answer your questions one on one.

As always, let us know what you think of the app and its new features. Just click the Give Feedback button next to the LivePlan logo. Thanks!

Posted in LivePlan Updates