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How do I update the forecast for an existing file (from RCA)?

If you have already integrated a file from RCA into Okimia, here is how to update that file in Okimia.

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Written by Support Okimia

To update the forecast for an existing file on Okimia, all you need to do is:

  • Go to Prévisionnel;

  • Open the relevant client file;

  • Click on the "Okimia" button;

  • Log in to your Okimia firm space using the pop-up window that appears.

N.B.: you can also make changes to the cash flow forecast directly in Okimia.

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