Based on imported group information or on group results assembled from the companies in the case, forecasts can be created for the Group.

Here the user can change and adjust information just like for an individual company. Changes made here affect the repayment ability assessment for the consolidated / group-level result, for instance, the meter "Bedömning återbetalningsförmåga" / "Assesment repayment ability" for "Koncernbokslut" / "consolidated financial statements".

Forecasting methods are the same as for individual companies and are set in Settings by an authorized person at the bank.

If the group result is assembled from the companies in the case, the user should review that the included companies and the available historical data give a reasonable basis for the group forecast.

Note! If there are one or more companies within the group that has a different end-date for a financial year (forecast / YTD) the forecast will be set to “straight” forecast and if you want to change / update the forecast you need to switch to semi-manual or fully-manual forecast.

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