Chris Iacofano

Connecting LivePlan to QuickBooks Desktop (beta)

1. LivePlan
2. Tracking actuals on the Dashboard

The LivePlan Dashboard can be integrated with QuickBooks Desktop, which makes it easy to import up to two years of your accounting actuals as well as any new data. This means your results will stay...

• Edited November 14, 2019 18:52
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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 October 29, 2019 17:28
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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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• 2 votes

Rules

1. Outpost
2. Rules

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 users, an...

• Edited November 07, 2019 00:42
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Adding a mailbox connected to an Outlook for Office 365 email address

1. Outpost
2. Mailboxes

You can add another mailbox to your Outpost account any time. This article will show you how to add a new mailbox using an Office 365 address you own. We're assuming that you've already started you...

• Edited November 13, 2019 22:57
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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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