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Getting Started

See how easy it it to customize your Helm Forecast

• How do I start using Helm?
• How do I use Forecasting Rules?
• Set up - Bank Accounts
• Set up - Reviewing AR and AP Timing

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Using Helm

All about short term forecasting and more

• Drag and Drop Forecasting
• How Do I Create A New Forecasting Rule?
• Custom Colouring
• Bulk Editing

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Managing Cash Flow

Manage cash inflow and outflow, including our Veem integration.

• Paying Outstanding Bills
• Creating a Veem Connection
• Accounts Payable: Changing the Paid On Date

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Scenarios

Learn our best practices to use scenarios in Helm from our most common use case examples.

• How Do I Create A Scenario?
• Loan Payment Scenario

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Managing Your Helm Account

Learn how to add users, check your subscription and deleting companies.

• How do I add a company?
• How do I delete a company?
• How do I invite users to only one company?

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Technical Questions

Let's get technical. Helm has many functions that work across the platform to meet your needs.

• Common Editing Tools
• Creating a QuickBooks Online Connection
• Creating a Xero Connection
• Quick Edit Menus

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