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Adaptive Insights LLC.

How to Plan the Balance Sheet

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

The first video will cover:  (3:40 Minutes):

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

The second video will cover (6:09 Minutes):

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

The third video will cover (4:41 Minutes)

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

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