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Client Balance Forecaster

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Client Balance Forecaster September 18, 2025 0.2

 

We developed this article to describe the Client Balance Forecaster function within the Forth system. This function is available for accounts that use ForthPay, GCS, and/or CFT.  It is organized into the following sections:

 

Overview

The Client Balance Forecaster can be made available to multiple user roles, allowing them to assist clients with adding, editing, and deleting drafts without jeopardizing current settlements.

If the simulated changes are favorable, the user can seamlessly apply them to the client's live payment schedule. Using this enhanced Forecaster eliminates the need for users to manually calculate the impact of changing or editing a payment date on the rest of their payment schedule.

NOTE: The Forecaster button is only available if the contact gateway is Forth Pay and the CBF-enabled Forth CRM setting is on (see image below).

Forecaster Permission via PRO Accounts Misc Utils Forth CRM Settings Sep2025.png

Accessing the Forecaster

First, navigate to your client's Enrollment Details page and click the 'Forecast” option (see the red highlighted area below).

Client Balance Forecaster View Enrollment Details Page Select Forecast 1 Sep2025.png

You will then be welcomed by a visual representation of the client's anticipated available balance throughout their program.

Enrollements Tab to Details to Forecast Option View Sep2025.png

Below the graph is a table where users can toggle between viewing their Whole Schedule (Default) or their Client Debits transactions. This is done by clicking the two buttons highlighted by the red arrow on the top left of the first image below.

Enrollment Details Page to Bottom Table Whole Schedule View Sep2025.png

Forecaster Use

To access the Forecaster simulation tools, click the "Edit Button" in the top right of the Transactions table.

Enrollment Details Page Edit Button in Table View Sep2025.png

NOTE: At this point, the options at the top of the table have changed.

Now, the user can modify the value of any Client Debit by clicking on its "Process Date" or "Amount.”

Enrollment Details Page Edit Button Clicked in Table View Sep2025.png

In this example, we are changing the second-row’s dollar amount from $1,855.42.00 to $2,855.42 (see image below).

Client Balance Forecaster Changing Amount Sep2025.png

When you finish editing one or both of these values, DO NOT use your numeric keypad’s Enter key - instead, click the regular Enter (or "Return") button, or click off the textbox.

CBF After Amount Change 1 Sep2025.png

Any modified transaction will display as Yellow (see example above).

CBR Graph After Change Sep2025.png

The forecasting graph positioned shown above now shows two lines. The red line represents the original schedule's balance, while the green line (see the red arrow above) represents the simulated balance.

If a simulated change results in a negative balance at any point, a Red pop-up will appear in the upper right of the screen, announcing the negative balance amount (see example below).

CBF Client Low Balance Red Popup Sep2025.png

In addition, the green graph line will also be displayed in red for any points where it would have a negative balance (see the area highlighted by a red arrow in the image below).

Client Balance Forecaster Post Amount Change Negative Balance Views 1 May2024.png

Select the "Undo" button above the table (see image below) to undo a change. Likewise, you can "Redo" the last "Undo" if needed.

CBF Undo and Redo Buttons May2024.png

NOTE: You may modify multiple transactions in the same simulation.

Users can select "View Change Logs" to see what changes have been made in the simulation (see image below).

CBF Change Log Button and View Sep2025.png

Additionally, you can add new debits to your client’s program. To do so, click the "Add Client Debit" button highlighted below, and an "Add Client Debit" popup will open for to add a new debit (see image below). Click the "Save Client Debit" button at the bottom of this popup when ready to add this new debit.

CBF Add Client Debit Popup Sep2025.png

When you and your client are satisfied with the results, click the "Apply" button to push the simulated values to the Live scheduler (see the left-most red box in the image below). If you change your mind about making any changes, you can instead click "Cancel," and the simulation will revert to before it began (see the red box on the right in the image below).

CBF Apply and Cancel Button Options May2024.png

Upon selecting "Apply," a confirmation pop-up appears to confirm that you want to change the payment schedule. The pop-up alerts you that after pressing "Yes", the changes can not be reverted; it also provides the date and dollar amount when the client balance goes negative (see example popup in the image below).

CBF Confirmation to Apply Changes Sep2025.png

If you click the "Ok" button to continue, the new changes will be showcased in the client's payment schedule, and all transaction modifications will also appear on the Client's Dashboard under the History Nested Tab (i.e., subtab).

 

NOTE: If a client’s balance becomes negative, the system will help you determine the amount they need to deposit to restore a positive balance.

Please see our video link for a more comprehensive view of this feature (Click Here).

Should you have any questions or require assistance, contact us at support@setforth.com.

 

Article Version History: 

Version Effective Date Description
Basic 06/19/2024 Initial Release
0.1 09/23/2024 Added notice that the Forecaster is available only to accounts using ForthPay, GCS, and/or CFT.
0.2 09/18/2025 Refreshed several screenshots to reflect updates to the user interface and additional capabilities.
     
     

 

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