When you fill in the template to create an Excel organisation, you may need to insert new rows to add new accounts within each category.
By default, each category will have 20 account rows in the first template:
Add a new row
Within the desired category, select the bottom row and right click
Click Insert 1 Row Below
Alternatively, select the empty row below the last row and click insert.
Set up the new row
You can add as many rows as required, but you need to make sure each row is set up properly as follows:
Column A - Category
Column A - Category
Make sure to replicate the exact name of the category where the line has been added to. For example Income, Cost of Sales etc.
Column B - Account code
Column B - Account code
Make sure to enter an account code for each new account.
You can follow the same format used for the default account codes, for example, INC-021.
If you want to customise the code, you can do it before the first upload. Once the first upload has taken place, no change can be made to an account code.
For more information, use our account codes article.
Column C - Account name
Column C - Account name
Enter all the Account names you need in column C. Make sure each one is paired with an account Category and Account code.
After upload:
Once imported, the accounts will be shown in the chart of accounts within Futrli.
You can then reorganise the accounts, but this will need to be managed carefully if you need to update the data with a new import:
You can change the order of the accounts. This will show in reporting and forecasting, but will have no impact on the imported spreadsheet.
You can change the category, for example move an account from the category 'Income' to the category 'Other Income'. Reclassified accounts will stay in their new category, regardless of future spreadsheet imports.
You can also create account groups like in other organisations, which are reflected in forecasts and reports.
📎NOTE: The chart of accounts will show the category and account names, but won't show the account codes.