Purpose

Use built‑in wizards to set up your Magnifi file quickly, with on‑screen Tips guiding first‑time users through each step.

When to Use

• You’re creating a new Magnifi file and want a guided flow.

• You need to set up Profit Projection, Cashflow Forecast, or Capacity Planning efficiently.

• You want to enable/disable in‑app Tips during setup.

How To

Access the Wizards

• The wizards appear as separate icons on the screen. Click the wand icon on the top menu bar to view them.

Setup Profit Projection 

Starting the Setup Profit Projection wizard will broadly follow these steps:

1. Setup Organisation Structure
   

2. Import Chart of Accounts
   

3. Import Employees
   

4. Project Labour Costs using Labour Drivers
   

5. Project Income and Expenses under Projections — or use Auto‑Cast to quickly seed projections from historical results.
   

Once complete, you can then move to:

• Setup Cashflow Forecast — builds the balance sheet projection and produces the cashflow forecast.

• Setup Capacity Plan — for organisations using Capacity, prepare a plan on either a simple/annual basis (Phase 1) or monthly/detailed basis (Phase 2).

Use Tips

• Tips will automatically be displayed for first‑time users.

• You can switch Tips on/off anytime via Help → Tips On/Off.
  

Invite Users

1. Refer to the following article for more information on Managing Users and Passwords.

Tips/FAQs

• Tip: Run Profit Projection before Cashflow Forecast — cashflow relies on P&L assumptions.
  

• Tip: Give some thought on how you would like to structure your organisation. Go to "Organisation Structure - Overview" for more information
  

• Tip: If you’ve imported actuals, start with Auto‑Cast to accelerate setup, then fine‑tune drivers.

• FAQ: Can I re‑run a wizard later? Yes. You can re‑run wizards; review and confirm changes before saving.