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Profit & Loss

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Report

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Accounts

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Account Summary

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Approval Process

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Copy From Reference

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How to make a profit forecast

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Live Forecasting/Weekly in Planning

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Planning Menu – Tools and View Option

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Staff

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Three (3) ways to insert budget in PMI

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Knowledge Base Categories

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  • Live Forecast 19
  • Onboarding 7
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  • PMI homepage 13
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  • PMI Planning 23
    • Budget & Forecast 4
    • Planning NextGen 4
    • Profit & Loss 16
  • PMI Release Notes 36
    • Release Notes 2019 7
    • Release Notes 2020 15
    • Release Notes 2021 13
  • Video tutorials 33
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    • Data analysis views videos 4
    • GoGreen videos 9
    • Live Forecast videos 1
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    • PMI homepage videos 1
    • PMI Planning videos 3
    • PMI Staffing 1

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