Resources
Client Portal
- Create VFD
- Logon to the VFD portal
- Add clients to my VFD
- Remove clients from my VFD
- Update to the latest accounting period
VFD Dashboard
- Accessing your VFD
- Demonstration Videos
- Summary Tab (video)
- Overview Tab (video)
- Sales Summary (video)
- Margin Summary (video)
- Overheads Summary (video)
- Profit Summary (video)
Forecast Module
- Access the forecast file for a client
- Forecast file by customer
- Forecast file by nominal
- Amending your sales forecast
- Amending your margin forecast
- Amending your overheads forecast
- Updating commentry on your forecast report
- Saving your forecast report