Organisations
This is where you can control and connect your businesses.
Connecting your organisations
- Adding your first Organisation – An overview
- Uploading your first Manual Organisation
- Adding your first Organisation: Xero
- Adding your first Organisation: Quickbooks
- Adding your first Organisation: MYOB
- Uploading your data from a CSV for non-cloud users
The Basics
- Uploading Non-financial Data for the first time
- Adding your first Organisation
- Uploading CSVs into Futrli - A Guide on Populating the Templates
- Get your business data into Futrli
- How to Reset your Organisation's Chart of Accounts
- How to recategorise a Chart of Accounts line
Groups and Consolidation.
- How to create a Consolidated Organisation
- Creating a Group of Organisations
- Set the rules for when your Consolidated Organisation's Chart of Accounts updates
- Including custom account groups within a Report (Card)
- How to eliminate accounts from a Consolidated Organisation
- How to create a Custom Account Group