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  2. Organisations

Organisations

This is where you can control and connect your businesses.

Organisations - Getting Started

  • An introduction to organisations
  • Adding an organisation: Xero
  • Adding an organisation: QuickBooks
  • Adding an organisation: MYOB
  • Adding an organisation: Manual organisation

Consolidated Organisations

  • An Introduction to consolidated organisations
  • How to create a consolidated organisation
  • How to eliminate accounts from a consolidated organisation
  • How to archive an account in a consolidated organisation
  • Set the rules for when your consolidated organisation's chart of accounts updates
  • How to unlock an eliminated account from a consolidated organisation

Chart of Accounts

  • An introduction to the Futrli Advisor chart of accounts set up
  • How to re-categorise an account within the chart of accounts
  • How to create a custom account group
  • Can I archive an account
  • Can I reset an organisation's chart of accounts?

Non-Financial Data

  • An introduction to non-financial data in Futrli Advisor
  • Uploading non-financial data into an organisation
  • Uploading CSVs into Futrli Advisor: Non-financial data

Further Information

  • How do I ensure my organisation's data is updated?
  • How can I change an organisation's year-end?
  • How can I delete an organisation?
  • How can I add an account to an organisation?
  • How do I add more organisations to a Futrli partner plan?
  • Can I group organisations?
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