This means the account set as the system account for Accounts Payable has no account name.

Locate the Current Liabilities category in the Balance Sheet tab of the spreadsheet. Ensure there’s an account set as the system account for Accounts Payable, and that it has a name.

The account set as the system account for Accounts Payable is in the incorrect category. It will always need to be set against an account within the Current Liabilities category.

In the spreadsheet, set an account within the Current Liabilities category to be the system account for Accounts Payable.

If this isn’t the first time uploading the organisation, you’ll need to make sure any accounts that might have moved category keep the same account code.

No account has been selected as the system account for Accounts Payable.

In the spreadsheet, you’ll need to add at least one account to the Current Liabilities category, then set that account as the system account for Accounts Payable.

More than one account in the Current Liabilities category in the spreadsheet has been set as the Accounts Payable system account.

In the spreadsheet, in the Current Liabilities category, ensure only one account has been set as the system account for Accounts Payable.

The account set as the system account for Accounts Receivable has no account name.

Locate the Current Assets category in the Balance Sheet tab in the spreadsheet.

Ensure there’s an account set as the system account for Accounts Receivable, and that it has a name.

The account set as the system account for Accounts Receivable is in the incorrect category. It will always need to be set against an account within the Current Assets category.

In the spreadsheet, set an account within the Current Assets category to be the system account for Accounts Receivable.

If this isn’t the first time uploading the organisation, you’ll need to make sure any accounts that might have moved category keep the same account code.

No account has been selected as the system account for Accounts Receivable.

In the spreadsheet, you’ll need to add at least one account to the Current Assets category, then set that account as the system account for Accounts Receivable.

More than one account in the Current Liabilities category in the spreadsheet has been set as the Accounts Payable system account.

In the spreadsheet, in the Current Liabilities category, ensure only one account has been set as the system account for Accounts Payable.

No Balance Sheet tab has been uploaded in the spreadsheet.

When uploading a spreadsheet, both the Profit & Loss and Balance Sheet tabs need to be uploaded. If the Balance Sheet tab has been deleted, you will need to download a new template.

No company name has been added for the organisation in the spreadsheet.

In the Profit & Loss tab of the spreadsheet, in cell B2, add a name for the organisation. The organisation name cell can’t be left blank.

The company name exceeds the limit of 30 characters.

Modify the name to reduce the number of characters.

The currency option selected for the organisation isn’t valid.

In the spreadsheet, within the Profit & Loss tab, update the currency in cell B4 to one of the supported currencies found in the cell's dropdown option.

The date format in either row 7 of the Profit & Loss tab, or row 5 of the Balance Sheet tab is in the incorrect format.

Use financial year start month and start year to set the dates - even if that means having months that might be left empty - date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

One of the date cells in either row 7 of the Profit & Loss tab, or row 5 of the Balance Sheet tab has not been populated.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

One of the date cells in the spreadsheet is being uploaded incorrectly.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

More than one account has a specific account code.

Each account will need a unique account code. Locate the accounts in question from the spreadsheet, then change the account code.

If the spreadsheet has already been uploaded, then the new account will need to change account code - if the existing account has the account code changed, it will be deleted and overridden.

More than one account has a specific account name.

Each account will need a unique account name. locate the accounts in question from the spreadsheet, then change the account name of one or both accounts.

If the spreadsheet has already been uploaded, then ensure the account codes aren’t changed.

The first month doesn’t match the first month of the financial year.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

The first month of the dates field isn’t a valid month in the spreadsheet.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

The year that the spreadsheet has been set to start is invalid.

It needs to be added as YYYY. Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

The first year data is being uploaded for is outside the 20 year range.

The first year needs to fall within the last 20 years. If the organisation is older, opening balances need to be used for balance sheet accounts.

An account being uploaded has had an incorrect category set.

Locate the account in question, and ensure the account category matches one of the 12 pre-set categories on the template.

The account set as the system account for Main Bank has no account name.

Locate the Bank category in the Balance Sheet tab of the spreadsheet. Ensure there’s an account set as the system account for Main Bank, and that it has a name.

The account set as the system account for Main Bank is in the incorrect category. It will always need to be set against an account within the Bank category.

In the spreadsheet, set an account within the Bank category to be the system account for Main Bank.

If this isn’t the first time uploading the organisation, you’ll need to make sure any accounts that might have moved category keep the same account code.

No account has been selected as the system account for Main Bank.

In the spreadsheet, you’ll need to add at least one account to the Bank category, then set that account as the system account for Main Bank.

More than one account in the Bank category in the spreadsheet has been set as the Main Bank system account.

In the spreadsheet, in the Bank category, ensure only one account has been set as the system account for Main Bank.

The dates on the template aren’t in a consecutive order.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

The Excel organisation being uploaded has a name that matches the name of another organisation in the Futrli workspace.

The account name will need to be updated.

The Profit & Loss tab has no dates in row 7.

Use the financial year start month and year start to set the dates - even if that means having months that might be left empty. Date cells are grey, so not to be edited.

If cell formulas have been overridden, a new template might be required, but if the organisation has been uploaded before, make sure account codes match the original version.

No Profit & Loss tab has been uploaded in the spreadsheet.

When uploading a spreadsheet, both the Profit & Loss and Balance Sheet tabs need to be uploaded.

If the Profit & Loss tab has been deleted, a new template will need to be downloaded.

The account set as the system account for Retained Earnings has no account name.

Locate the Equity category in the Balance Sheet tab of the spreadsheet. Ensure there’s an account set as the system account for Retained Earnings, and that it has a name.

The account set as the system account for Retained Earnings is in the incorrect category. It will always need to be set against an account within the Equity category.

In the spreadsheet, set an account within the Equity category to be the system account for Retained Earnings.

If this isn’t the first time uploading the organisation, you’ll need to make sure any accounts that might have moved category keep the same account code.

No account has been selected as the system account for Retained Earnings.

In the spreadsheet, in the Equity category, you’ll need to have a Retained Earnings account.

If there’s no data to upload to retained earnings, the account will still need to exist.

More than one account in the Equity category in the spreadsheet has been set as the Retained Earnings system account.

In the spreadsheet, in the Equity category, ensure only one account has been set as the system account for Retained Earnings.

The data being uploaded in the spreadsheet doesn’t balance.

Only balanced organisations will successfully upload, so the data being uploaded needs to be reviewed.

The import type isn’t set to Organisation.

In cell B1, the Import type will need to be set as Organisation.

The account set as the system account for VAT Control Account has no account name.

Locate the Current Liabilities category in the Balance Sheet tab of the spreadsheet. Ensure there’s an account set as the system account for VAT Control Account, and that it has a name.

This system account is required for a Futrli organisation, but if the organisation in question is exempt from VAT, there’s no need to upload any data. Predictions in forecasts can also be set to 0% VAT.

The account set as the system account for VAT Control Account is in the incorrect category. It will always need to be set against an account within the Current Liabilities category.

In the spreadsheet, set an account within the Current Liabilities category to be the system account for VAT Control Account.

If this isn’t the first time uploading the organisation, you’ll need to make sure any accounts that might have moved category keep the same account code. A VAT Control Account is required for a Futrli organisation.

If the organisation in question is exempt from VAT, a VAT Control Account will still need to be selected. No VAT data needs to be uploaded, predictions made in a Futrli forecast can be set as 0%.

No account has been selected as the system account for VAT Control Account.

In the spreadsheet, you’ll need to add at least one account to the Current Liabilities category, then set that account as the system account for VAT Control Account. A VAT Control Account is required for a Futrli organisation.

If the organisation in question is exempt from VAT, a VAT Control Account will still need to be selected. No VAT data needs to be uploaded, predictions made in a Futrli forecast can be set as 0%.

More than one account in the Current Liabilities category in the spreadsheet has been set as the VAT Control Account system account.

In the spreadsheet, in the Current Liabilities category, ensure only one account has been set as the system account for VAT Control Account.

The VAT scheme has either been incorrectly set, or not set.

A VAT frequency is required for a Futrli organisation. If the organisation in question is exempt from VAT, a VAT scheme will still need to be selected. No VAT data needs to be uploaded, predictions made in a Futrli forecast can be set as 0%.

The VAT scheme has either been incorrectly set, or not set.

A VAT scheme is required for a Futrli organisation. If the organisation in question is exempt from VAT, a VAT scheme will still need to be selected. No VAT data needs to be uploaded, predictions made in a Futrli forecast can be set as 0%.

The data being uploaded in the spreadsheet doesn’t balance.

Only balanced organisations will successfully upload, so the data being uploaded needs to be reviewed.