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Chris Iacofano

  • Total activity 75
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Activity overview

Latest activity by Chris Iacofano
  • Chris Iacofano created an article,

    Getting started as a LivePlan Strategic Advisor

    Before diving into LivePlan with your clients you may be asking yourself the following questions: Why LivePlan? Why is Financial Forecast Advisory important? I’ve started my trial, but where do I ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Chris Iacofano created an article,

    Support for Outpost has ended

    Product support for Outpost has ended.  We know that finding the right tool for email collaboration and customer service is a big investment. Luckily, there are several other excellent products tha...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Chris Iacofano created an article,

    LivePlan Website Status

    October 15 2021 3:54 PM PDT  The outage has been resolved. Credit card and PayPal payments are now fully functional. October 15 2021 3:28 PM PDT  Our payment processor has experienced an outage and...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes
  • Chris Iacofano created an article,

    End of support for Sales and Marketing Pro

    After 25 years we have made the difficult decision to end support for Sales and Marketing Pro. For those that have previously purchased a license, you will still have access to the latest version o...

    • Edited
    • 2 followers
    • 0 comments
    • 2 votes
  • Chris Iacofano created an article,

    End of support for Business Plan Pro

    After 26 years we have made the difficult decision to end support for Business Plan Pro. For those that have previously purchased a license, you will still have access to the latest version of the ...

    • Edited
    • 2 followers
    • 0 comments
    • -3 votes
  • Chris Iacofano created an article,

    Co-branding your LivePlan account

    Co-branding is a feature that is available to academic, government, or Strategic Advisor accounts that meet a certain set of requirements. Please contact us if you have any questions about this fea...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Chris Iacofano created an article,

    Connecting LivePlan to QuickBooks Desktop (beta)

    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
    • 2 followers
    • 0 comments
    • 5 votes
  • Chris Iacofano created an article,

    Financial statements available in 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
    • 1 follower
    • 0 comments
    • 0 votes
  • Chris Iacofano created an article,

    Copying a forecast item

    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
    • 1 follower
    • 0 comments
    • 2 votes
  • Chris Iacofano created an article,

    Downloading and printing 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
    • 5 followers
    • 0 comments
    • 2 votes