Hi,
Cash Flow Forecast in BC is strong but a bit tricky to setup properly, and what you describe is very common
On the period display, BC uses Due Date by default, this is by design. Receivables show on the day you expect the customer to pay, not on the invoice date. You can change the source on Cash Flow Setup, but honestly most companies just leave it like that because Due Date is closer to reality. We do the same on most projects.
On the Azure AI part, this is where everyone gets stuck. The AI prediction needs at least 12 to 24 months of historical data, otherwise it has nothing to learn from and the Role Center chart stays empty. Sounds silly but I have seen it many times, customers complain the AI does not work, and the reason is just that the company is too new in BC. Also check the Azure AI toggle in Cash Flow Setup, the API URL and key, and the Job Queue, the Update Cash Flow Forecast must run regularly, otherwise nothing refreshes.
For better forecast, link it with Sales Orders, Purchase Orders, Service Orders and Fixed Assets, not only with G/L Budget. G/L Budget alone gives a rough picture, in my experience the result becomes useful only when more sources are connected.
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Regards
Gregory Mavrogeorgis
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