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

Adding your first Organisation – An overview

Learn how to connect a QuickBooks, Xero or MYOB 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 Dawson

Adding your first Organisation: MYOB

Learn how to connect a MYOB organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

Adding your first Organisation: Quickbooks

Learn how to connect a Quickbooks organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

Adding your first Organisation: Xero

Learn how to connect a Xero organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

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 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

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

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

Changing a User’s Non-financial Permissions

Non-financial permission settings are assigned to Users on a per Organisation basis. There are three Non-financial permission settings which a User can have. Permission Settings can be edited in the Users section of Futrli by Admins and Owners.

Written by Ross MacLeod

Creating a Predictive Alert for the first time

Predictive Alerts allow you to create alerts based upon whether you will trigger an event, based upon your current, actual performance combined with that forecasted in your scenarios, budgets or forecasts. Take charge of the future and learn how to create your first Predictive Alert.

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 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 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

Futrli Demo Data Explained

To help ensure you get the most out of Futrli, every Accountant who signs up is given industry-specific Demo Boards and Organisations, which you can use as examples with your clients.

Written by Ross MacLeod

How can I Add an Account Line to a Manual Organisation

Written by Matthew Cawthra

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

Written by Matthew Cawthra

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

Written by Matthew Cawthra

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

Written by Matthew Cawthra

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 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 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 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

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 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

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 expand Sub-Group Categories

Written by Matthew Cawthra

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 to Reset your Organisation’s Chart of Accounts

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

Including custom account groups within a Report (Card)

Written by Matthew Cawthra

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 Dawson

Uploading Non-financial Data for the first time

Written by Ross MacLeod

Uploading your data from a CSV for non-cloud users

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 Tom Mimnagh

Uploading your first Manual Organisation

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

Using the CSV Generator for Non-Financial Information

Written by Matthew Cawthra