Improvements will be made to FabricAI’s invoice date and accrual forecasts starting from 1 May, including expanding the forecasts to cover a larger share of invoices and allowing you to set a maximum total for accrual forecasts (default €200). At the same time, it will also become possible to completely disable posting month forecasts for the organization or for certain clients, although by default forecasting is active for all. If your organization has not changed any invoice dates at all in march, your customer success manager will ensure that posting month forecasts are not active by default. Otherwise, we recommend that organization admins/main users manage how posting months are forecast.
How are the forecasts changing?
Previously, posting months have been forecast in the way described in this article. In the old method, it was essential that the invoice date had previously been changed in FabricAI for the supplier so that forecasting would start. From 1 May 2026 onwards, the AI will forecast the invoice date whenever an invoice contains any period that differs from the invoice date. The same applies to accruals if the invoice total exceeds €200. However, accruals are only forecast if at least one accrual has been created in the FabricAI portal for that client’s invoice during the previous 13 months.
In addition, the aim is to add support to invoice date forecasts for situations where the invoice date must be in the same month as the invoice due date. These include
Tax Administration invoices
Instalment liabilities
Payroll-related indirect costs
Later, it will also be possible to set a client as cash-based, which will be done in the client-specific settings. In that case, the invoice date and accruals will not be forecast by the AI, but the invoice date for the client’s invoices will always be set as the same as the due date.
How and where are forecasts managed?
Only organization admins/main users can manage forecasts in the Organization tab under Settings.
By default, forecasts are active for all clients in the organization. If you do not want these to be enabled for your organization, toggle the dropdown on the right in the opposite direction.
Below the previous section you will find the management of the minimum total for accrual forecasts. If you want accruals to be forecast only for invoices over, for example, €500 or €1,000, update the maximum total to the desired value. The setting applies to all clients in the organization.
Below the accrual maximum total you will find the management of client exceptions. This section is relevant only if you keep the first option selected and want to disable posting month forecasts for certain clients. Add here any client/clients for whom you do not want posting months to be forecast.
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.