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Grouped Payments template

How to populate data in the Grouped Payments template.

Updated over a week ago

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 more rows, use a separate template

If you accidentally do any of the above, this will corrupt the sheet. When this happens, you’ll need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.

  1. Click the Forecasting tab, then view the forecast you want to import predictions into.

  2. Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.

  3. Click Open Master Sheet and go to the Grouped payment tab.

  4. Enter your data into the white cells.

    Unlike some other templates, there are no hidden settings to complete.

    Use the drop-down option when available

    Make sure to ensure all cells are completed for each row, scroll right if required.

    GIF showing a user scroll right to show more columns in the Google Sheet.

    ⚠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.

    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.

  5. 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.

    GIF of the template showing green ticks.

  6. When the red cross is showing, the data isn’t ready to sync. ​You'll need to expand the rows to see which information is missing.

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