If you update your chart of accounts, any new accounts will be missing in the template drop-downs when you upload new predictions into a forecast. This occurs whenever you have already imported predictions and set up a Master Sheet for that forecast.
To be able to select the new accounts in the templates, you’ll need to create a new Master Sheet and copy the existing templates across.
Why?
The prediction import templates use the account mapping set up in the Master Sheet to be able to link with your accounts.
When you first set up your Master Sheet, it takes a snapshot of every account that exists in the organisation's chart of accounts. Because the Master Sheet isn’t connected to your organisation, any change made in the Chart of Account won’t be reflected.
Steps
To update a Master Sheet and its associated templates, follow the steps below to:
Disconnect the original Master Sheet.
Create a new Master Sheet.
Copy the predictions over and resync your data.
Disconnect the original Master Sheet
Disconnect the original Master Sheet
Before you can create a new Master Sheet, you need to remove the existing Master Sheet.
Click the Forecasting tab, then view the relevant forecast.
Once in the forecast, click New prediction in the top right, then click Import templates.
Click Open Master sheet if you need to copy any existing templates to the new Master Sheet later.
Click the trash can icon
at the top to remove the Master Sheet.
📎NOTE: This will only disconnect the Google sheet from your Futrli account and won't delete it.
Once deleted, the option to create a new Master Sheet will now display.
Create a new Master Sheet
Create a new Master Sheet
Once the original Master Sheet is deleted, the option to create a new Master will now display.
Follow the step-by-step instructions to Set up your Master Sheet.
Move existing templates across
Move existing templates across
After you create a new Master Sheet, you don't need to create new templates. You can move any filled templates from the old Master to the new one.
Go to your old Master Sheet:
📌Tip: If not already open, you can access it from Google drive > My drive > Futrli Sheets integration.
For any sheets with predictions you want to keep, right-click on the tab.
Click Copy to and then Existing spreadsheet.
Select the new Master Sheet.
When you open the new Master Sheet, you now see the new tab added as a copy.
You can now select any new accounts as per your Chart of Accounts and set predictions against them.
To sync the data into Futrli, got to the Control sheet and add the name of the tab to STEP 3. You can then head into Futrli and sync the import.