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Adaptive Insights
Knowledge and Support - Adaptive Insights

On-Demand Webcast: Balance Sheet

The purpose of the webcasts is to help you understand what options are available when it comes to adding Balance Sheet Planning to your instance.   The Webcasts will provide an overview of Balance Sheet Planning in Adaptive, review some of the common modeling methodologies and discuss important considerations for implementation.

Please Note: The Webcasts were recorded in an earlier version of Adaptive.  Accounts can be found under Modeling.

This Webcast will cover:  (4:16 Minutes):

  • Plan at One or Multiple Levels
  • Level of Detail for Accounts
  • Importing Actual Data

Webcast Recording


This Webcast will cover (12:13 Minutes):

  • Cash
  • Accounts Receivable
  • Inventory
  • Fixed Assets & Accumulated Depreciation
  • Prepaid Expenses

Webcast Recording


This Webcast will cover (7:47 Minutes)

  • Accounts Payable
  • Notes Payable
  • Equity - YTD Net Income and Retained Earnings
  • Reporting

Webcast Recording

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