Articles

I’m on Chrome and it’s running slowly – how do I fix this?

Slowdown when using FUTRLI on Google Chrome has affected a handful of users. Our team are investigating the cause of this slowness and believe that it is due to a Chrome plugin. If you follow the short steps to reset Chrome, FUTRLI will be A-ok again! Please let us know what Chrome extensions you have available as it helps us to pinpoint the cause.

Written by Ross MacLeod

How does FUTRLI handle Brought Forward Balances?

Written by Ross MacLeod

How do I create a new Budget? An overview of the four main methods you can use

Written by Matthew Cawthra

How do I View/Hide Forecast Items Created Against an Account Line of a Scenario?

Written by Matthew Cawthra

How to create a Custom Account Group

FUTRLI allows you to create Custom Groups within your Chart of Accounts. This allows you to group Chart of Accounts items in order to view your data in the manner which is most meaningful to you. The groups you create will influence how your data is displayed when running Profit & Loss & Balance Sheet reports on a Card or within the Scenarios section of FUTRLI.

Written by Ross MacLeod

How to add a new Dashboard

Your insights start here!

Written by Hannah Mcintyre

How Do I Calculate Cumulative Data from the Start of a Report Rather Than The Start of an Organisation’s Data

Written by Matthew Cawthra

What are Current Year Earnings? (Balance Sheet)

Current Year Earnings are the net profits a business has made throughout the current Financial Year. These are recorded under Equity.

Written by Ross MacLeod

What are Credit Terms? (use them in Scenarios)

Credit Terms are the number of days in duration between an item being invoiced and that item being paid for.

Written by Ross MacLeod

Reporting on a 4-weekly Period

Using FUTRLI flexible date options you can quickly and simply select the appropriate date range for your report. In this guide we’re going to walkthrough how we would display 4 weeks worth of data for a specific period, week-by-week, and then how we can display four weeks worth of data collectively in one report.

Written by Ross MacLeod

How to rename a Board

Written by Ross MacLeod

Resetting your password

Written by Ross MacLeod

How to find a Board from the My Boards section

Any Boards that you create or which are shared with you will be stored within your My Boards area. You can select a Board to view or to make changes to it by selecting My Boards and then the Board you wish to access.

Written by Ross MacLeod

How to view your Billing History and download receipts

Subscribed Owners can view their Billing History within the Profile section of FUTRLI. Here you can view and download past receipts, add VAT information and your address.

Written by Ross MacLeod

What data can be imported into FUTRLI?

FUTRLI allows you create Organisations using data from Xero, Quickbooks or your accountancy platform of choice. You can also import additional non-financial data and upload budgets created elsewhere via CSV.

Written by Ross MacLeod

Forecast Cashflow Cards

Drill into even more detail than you can on the Cash Flow area of Scenarios

Written by Hannah Mcintyre

Text Cards – annotate your findings

Great for communication and collaboration as well as your note taking!

Written by Hannah Mcintyre

How to Search for Users in the Users section

Written by Ross MacLeod

What should I do if my Organisation becomes disconnected?

If your Organisation becomes disconnected from Xero or Quickbooks, you will need to reauthorise it for use with FUTRLI. Navigate to the Users section of FUTRLI and press the Add Organisation button to reauthorise the Organisation.

Written by Ross MacLeod

What is the maximum length of a Scenario in FUTRLI?

Written by Ross MacLeod

Why can I not see the Add Organisation button?

The option to Add Organisations to FUTRLI is only available for Admins and Owners.

Written by Ross MacLeod

Why can I not see the Scenario Section?

The Scenario section of FUTRLI is only displayed for Admins and Owners. User accounts do not have access to the Scenario section. Please contact your Account Owner if you wish to be granted access to the Scenario section.

Written by Ross MacLeod

Why can’t I remove an Organisation from my account?

Organisations can only be removed by Account Owners. Admins and Users are unable to remove Organisations from their accounts.

Written by Ross MacLeod

When creating a Manual Organisation, should data be imported cumulatively or transactionally?

When importing data to a Manual Organisation, all Profit & Loss and Balance Sheet data – with the exception of Opening Balances – should be imported transactionally, i.e. just the movements which occurred within that month.

Written by Ross MacLeod

How to use Presentation Mode

Presentation is everything. This display style really focuses the audience and will change how you hold board meetings forever.

Written by Matthew Cawthra

How to use the On the Fly Quick Edit forecast options

You can use our Quick Edit options to make bulk changes quickly and simply when using the On the Fly forecasting method. This allow you to perform bulk edits to the values which have been entered for all periods, an individual period or for multiple selected periods within your forecast. Using the Quick Edit options you can split the allocation of forecasted figures across a range, increase and decrease values by a percetange, or add or subtract values by an amount.

Written by Ross MacLeod

How to upgrade a User to Admin

You can upgrade a User to Admin within the Users section of FUTRLI. This can only be performed by the Account Owner. This will give them access to the Scenarios section for the Organisation in question and allow them to add new Organisations to your account. They will also be able to edit the permission settings of Users with the User role, whom they share Organisation access with.

Written by Ross MacLeod

Uploading Non-financial Data for the first time

Written by Ross MacLeod

How to delete a Card

Written by Ross MacLeod

What does a (T) or (C) after an account line represent?

FUTRLI allows you to display data either Transactionally or Cumulatively. When Transactional data is being referenced you’ll see a (T) after the account name. When Cumulative data is being referenced you’ll find a (C).

Written by Ross MacLeod

Adding your first Formula

You can create your own custom KPIs and formulas using FUTRLI’ Formula Builder. Build complex calculations or simply select an individual line – financial or otherwise – to report upon. It’s up to you.

Written by Ross MacLeod

How Can I Show VAT Liability for an Organisation on a Card?

Written by Matthew Cawthra

Can non-financial data be imported into FUTRLI?

Non-financial data can be imported into FUTRLI using FUTRLI’ Non-financial importer. This allows you to import data from any source via CSV and then report on it, reference it when building forecasts or use it to create simple or complex KPIs.

Written by Ross MacLeod

Does FUTRLI work with Sage?

You can export your Financial Data from Sage and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing. Data

Written by Ross MacLeod

Does FUTRLI work with Kashflow?

You can export your Financial Data from Kashflow and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing.

Written by Ross MacLeod

Does FUTRLI work with FreeAgent?

You can export your Financial Data from FreeAgent and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing.

Written by Ross MacLeod

Does FUTRLI work with MYOB?

You can export your Financial Data from MYOB and import it into FUTRLI via CSV. We refer to Organisations created in this way as Manual Organisations. Manual Organisations enjoy all of the functionality of a Xero or Quickbooks Organisation, with the exception of automatic syncing.

Written by Ross MacLeod

Can I use FUTRLI on my Smartphone?

FUTRLI is designed responsively, enabling it to be used on Smartphones and Tablets, as well as on your Laptop or Desktop.

Written by Ross MacLeod

Can I use FUTRLI on my Tablet?

FUTRLI is designed responsively, enabling it to be used on Smartphones and Tablets, as well as on your Laptop or Desktop.

Written by Ross MacLeod

Can I do a Report that compares Income and Cost of Sales by Tracking category?

The graph of a tracking card only displays one item of data at a time. However, by using a formula, you can perform calculations that enable you to see the relationship between multiple items in one graph.

Written by Matthew Cawthra

How to expand Sub-Group Categories

Written by Matthew Cawthra

How do I Change the Journal Movements to Either Debit or Credit

Written by Matthew Cawthra

How do I display Forecast or Budget Data on a Card?

Written by Matthew Cawthra

Creating an Actual vs Budget Report with a Comparison Card

You can view your Business Performance versus your Budget using a Comparison Card. A Comparison Card allows you to view performance across any account category, line or formula comparatively, so you can see if you’re ahead or behind target or over or under your budget.

Written by Ross MacLeod

Can I give a client access to forecasts or scenarios without giving them access to other Client’s Data?

Written by Ross MacLeod

How do I add Team Members to FUTRLI?

You can add Team Members to FUTRLI in the Users section. FUTRLI allows you to add an unlimited number of Users and has granular permission settings, allowing you to control what data is shared.

Written by Ross MacLeod

Can you export to PDF?

Subscribed Users can export either individual Card Reports or entire Boards to PDF. You’ll find a Print button located in the top right of every Card and on every Board. Clicking the Print button will export the Card or Board to PDF.

Written by Ross MacLeod

How do I manually sync an Organisation? (Bring new data in)

You can Manually sync an Organisation within the Organisations section of FUTRLI. Simply navigate to the Organisations section and click the ‘Sync Now’ button adjacent to the Organisation in question:

Written by Ross MacLeod

How do I compare Year vs Year results?

You can compare Year vs Year results using a Comparison Card. Comparison Cards allow you to view your data comparatively, X vs Y, so you can view differences in performance from one year to the next, variances between budgets and actuals, or the projected divergence between two different scenarios you’ve created in FUTRLI.

Written by Ross MacLeod

How Can I Export a Table and Chart on the Same PDF Page?

Written by Matthew Cawthra

How can I Change my Email Address in FUTRLI?

Written by Matthew Cawthra

How do I Change the Year-end for my Organisation?

Written by Matthew Cawthra

How to delete an organisation

Sometimes you need to remove an organisation from your account. This is the owner’s job

Written by Ross MacLeod

Adding your first Card (Report)

In this guide we’re going to be walking through how to add a Card in FUTRLI for the first time. Cards are the building blocks for every report in FUTRLI. Each is a unique, custom report which can be tailored to suit your reporting needs.

Written by Ross MacLeod

How do I report on Tracked Data in FUTRLI? (Departments, Regions, Jobs etc)

You can report on tracked data in FUTRLI using a Tracking Card. This allows you to view data you’ve applied a track to in Xero. You can view tracked data on it’s own or collectively.

Written by Ross MacLeod

Can you import data from Spreadsheets?

Yes, spreadsheet data can be imported into FUTRLI via CSV. You can import financial data and use it to create standalone Organisations; upload non-financial data, which can be displayed in you reports, or used to build KPIs or to create complex forecast projections; and you can pull in budgets you’ve created elsewhere.

Written by Ross MacLeod

How to switch Comparison Card Columns

When displaying your data on a Comparison Card, you can choose which column data displays in using the Column 1/Column 2 dropdown options. This gives you the flexibility to decide whether you wish to display your Actual data vs your Scenario or your Scenario data vs your Actual data. The choice is yours!

Written by Ross MacLeod

Adding and Editing Card Templates

FUTRLI Card Templates allow you to quickly add one of many pre-configured reports and tailor them to your Organisation’s needs. In this Guide, learn how to select Cards from the Card Library and edit them to display your data.

Written by Ross MacLeod

How many Users can I invite to FUTRLI?

FUTRLI allows you to add an unlimited number of Users. FUTRLI various User Roles and granular permission settings allow you to control what data is shared with those you invite.

Written by Ross MacLeod

How often does FUTRLI sync with QuickBooks?

FUTRLI syncs with QuickBooks on a daily basis, pulling through any new data which has been added to your account in that time.

Written by Ross MacLeod

Can I display a nominal code (account) individually?

Yes you can. You can pull out individual nominal codes/account lines using FUTRLI’ Formula Builder and add them to your report.

Written by Ross MacLeod

How is data in FUTRLI stored?

All data within FUTRLI is stored within the Amazon Cloud service knows as RDS. We employ industry standard SSL and TLS encryption and we regularly undergo security testing.

Written by Ross MacLeod

How do I remove an Organisation in FUTRLI?

Organisations can be removed in the Organisations section of FUTRLI. Organisations can only be removed by the Account Owner. When an Owner deletes an Organisation, that Organisation will also be deleted for all Admins and Users.

Written by Ross MacLeod

How often does FUTRLI sync with Xero?

FUTRLI syncs with Xero on a daily basis, pulling through any new data which has been added to your account in that time.

Written by Ross MacLeod

How do I extend the length of a Forecast, Budget or Scenario?

You can extend the length of your Scenarios using FUTRLI Advanced Copy option. This allows you to change the Start Date or the length of existing Scenarios.

Written by Ross MacLeod

How to recategorise a Chart of Accounts line

FUTRLI allows you to alter the Chart of Account categorisation of a nominal code line at anytime. You can do this within the Chart of Accounts section of the Organisation.

Written by Ross MacLeod

How Can I set a Forecast to a Nominal Account rather than a Bank Account?

Written by Matthew Cawthra

Adding your first Organisation

We’ll be guiding you through adding your first Quickbooks or Xero Organisation so that your data can start syncing with FUTRLI. Once your data has been added you’ll be able to start using it.

Written by Ross MacLeod

Exporting a Card to Excel

Written by Matthew Cawthra