Chris Iacofano

Connecting LivePlan to QuickBooks Desktop (beta)

1. LivePlan
2. Tracking actuals on the Dashboard

LivePlan's QuickBooks Desktop is currently in closed beta testing. If you would like to be notified when this feature is released, please contact us.  The LivePlan Dashboard can be integrated with ...

• Edited September 13, 2019 00:14
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Financial statements available in the Dashboard

1. LivePlan
2. Tracking actuals on the Dashboard

You can view your Profit & Loss, Balance Sheet, and Cash Flow Statements from within the Dashboard tab. This view displays both forecast totals (taken from the data entered in the Forecast tab) and...

• Edited August 06, 2019 22:42
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Mail sending limits in Outpost

1. Outpost
2. Pro Tips

Email addresses hosted in Outpost (addresses ending in teamoutpost.com) have a sending limit in place in order to prevent mass mailing usage.  An individual user can send: 10 msgs a min and/or 250...

• Edited June 07, 2019 22:35
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Disabling desktop notifications in Outpost

1. Outpost
2. Account Settings and Tools

You can disable desktop notifications once they have been allowed. Since these notification settings are controlled by the web browser (and not Outpost) the instructions will vary depending on the ...

• Edited June 04, 2019 00:03
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Desktop notifications

1. Outpost
2. Account Settings and Tools

  Outpost allows you to receive desktop notifications for new messages, @ mentions, and assignment notifications. Outpost will prompt your web browser to allow notifications the first time that it ...

• Edited May 15, 2019 20:22
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Adding images to conversations

1. Outpost
2. Attachments

In this article: Drag and drop Attaching an image to a conversation There are two methods to send images in an Outpost conversation. The drag and drop method allows you to drag an image from your...

• Edited May 13, 2019 20:11
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Copying a forecast item

1. LivePlan
2. Preparing a forecast

You can make a copy of any forecast item that you've already created. LivePlan will take all settings and figures entered in the original item and apply them to the new forecast item. Note: Forecas...

• Edited April 10, 2019 18:17
• 1 follower
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Routing Rules

1. Outpost
2. Routing Rules

Routing rules in Outpost are a simple, yet powerful, set of email filters that can help automate your mailboxes. Rules can be used to add or remove tags, reply with a template, assign messages to u...

• Edited April 16, 2019 22:40
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Downloading and printing your pitch

1. LivePlan
2. Creating your pitch

Once you've filled out the Pitch page, you can download a copy as a PDF document to share with others. The resulting PDF will contain either one or two pages, depending on the number of sections yo...

• Edited August 22, 2019 15:17
• 2 followers
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Creating a new email address through Outpost

1. Outpost
2. Mailboxes

In this article: Creating a new Outpost email address Using your new Outpost email address   It isn't necessary to create new email addresses through Outpost - you can also connect it to email ...

• Edited July 15, 2019 21:43
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