The Grouped Payments template helps Futrli manage accruals, prepayments, and deferred revenue for Futrli when handling journals.
Before you add data to this template to import, you must:
Once you've done this, we explain below how to add data to the Grouped Payments template in your Master Sheet.
⚠CAUTION:
Don't delete any rows or columns from the sheet
Don't add any additional rows or columns. If you require additional rows, use a separate template
If you accidentally do any of the above, you may corrupt the sheet. If this happens, you will need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.
Click the Forecasting tab, then view the forecast you want to import predictions into.
Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.
Click Open Master Sheet.
Unlike some other templates, the Loan Amortization template requires no hidden settings to be opened and completed. You'll only need to add data to the white boxes.
Start to add information to each cell in the row. Use the drop-down option when available and make sure to ensure all cells are completed. Scroll right if required.
⚠CAUTION: Only paste values if you're pasting data from another source. This is because the sheet has underlying formulas.
You can add up to 25 rows of data. Make sure you complete all cells for each row.
The Prediction name will be what shows within Futrli, set up against the accounts you select in the Revenue/Expense account code and Asset/liability account code columns.
When finished, you'll have a green tick at the top of the page. This means you can continue to sync the import template to Futrli.
If this isn't green, you'll be able to open the rows to see which information is missing.