Creating a new organisation

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

Uploading your first Manual Organisation / Trial Balance

You can create Organisations within FUTRLI using data from any accountancy platform via CSV. In this guide we’re going to walk through creating a manual organisation in FUTRLI for the first time and then importing data to.

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 can I Add an Account Line to a Manual Organisation

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

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

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

Adding your first Organisation: Xero, QuickBooks and more

Learn how to connect a QuickBooks Online Organisation to FUTRLI for the first time and start creating beautiful reports, building three-way forecasts and setting up alerts to manage your business on auto-pilot

Written by Hannah Mcintyre

Get more than financial data into FUTRLI

How to eliminate Accounts from a Consolidated Organisation

Written by Matthew Cawthra

How Can I Import Non-Financial Data to a Card (Report)?

Written by Matthew Cawthra

Uploading Non-financial Data for the first time

Written by Ross MacLeod

The importance of non-financial business drivers

Your current and future business operations will be affected by a whole range of variables, variables that are rarely set in stone. Often these will be driven by a non-financial element.

Written by Hannah Mcintyre

How to add Non-financial data to a Report at a Category level

Once you’ve imported Non-financial data into FUTRLI, you can reference it in your Reports either at an Account Category level or by creating a formula. In this guide we’re going to walkthrough adding Non-financial data at an Account Category level to a Report.

Written by Ross MacLeod

Importing existing budgets

How to turn your Xero Budget into a Cashflow Forecast

The Xero Budget Manager is a useful introductory tool to business forecasting, which allows you to enter your monthly budgets for each of your Profit & Loss accounts. In this guide, we’re going to look at how you can apply payment terms to your Xero Budget so that you can transform it into a Cash Flow Forecast.

Written by Ross MacLeod

Importing a Budget from a Spreadsheet

Written by Ross MacLeod

Importing a Budget from Xero

You can upload Budgets you’ve created in Xero into FUTRLI via CSV. Once imported into FUTRLI these can then be edited, copied and reported upon.

Written by Ross MacLeod

Importing a Budget from QuickBooks

You can upload Budgets you’ve created inQuickBooks into FUTRLI via CSV. Once imported into FUTRLI these can then be edited, copied and reported upon.

Written by Ross MacLeod

Consolidated organisations (combine more than one organisation into a group)

How to eliminate Accounts from a Consolidated Organisation

Written by Matthew Cawthra

How to create a Consolidated Organisation

FUTRLI allows you to consolidate multiple Organisations into one entity. Once consolidated, you can report on these Organisations as a single entity using any Card Type or custom metric that you wish.

Written by Ross MacLeod

How to eliminate accounts from a Consolidated Organisation

You can perform eliminations in your Consolidated Organisations Chart of Accounts within the Chart of Accounts section of the Organisation.

Written by Ross MacLeod

How to view Eliminated Accounts

You can view Accounts which have been eliminated in Eliminations tab of your Consolidated Organisation’s Chart of Accounts

Written by Ross MacLeod

Benchmarking Cards

It’s a first step for us and still in Beta 🙂

Written by Hannah Mcintyre

Set the rules for when your Consolidated Organisation’s Chart of Accounts updates

After creating a Consolidated Organisation, you can choose to manually or automatically manage the Organisation’s Chart of Accounts independently

Written by Ross MacLeod

How to archive a Consolidated Chart of account line

You can Archive any Chart of Account line within your Consolidated Organisation within the Chart of Accounts section. This will remove it from your Reports and prevent it from displaying within the Formula Builder.

Written by Ross MacLeod