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Your five first steps in Futrli

First steps to follow for new users who have created their own workspace.

Updated over a week ago

We recommend you follow the five steps below when starting with Futrli.

📌TIP: To follow the steps below, you can use any organisation you've integrated with Futrli. Alternatively, you can use one of the available demo organisations.

📎NOTE: If someone invited you to their Futrli workspace, use our alternative introductory guide, First steps when invited to use Futrli.

Step 1 - Connect an organisation

When you create a Futrli workspace, you can either connect to an accounting software, upload from Excel, or create a demo organisation.

📎NOTE: If you've already connected your organisation, you can continue to Step 2 - Housekeeping.

  1. Click the organisation name in the top right, then click Manage Organisations.

  2. Click "Add new organisation".

  3. Follow the on-screen instructions to choose which accounting software you want to integrate with.

    Alternatively, you can upload data from a spreadsheet.

Read more

Step 2 - Housekeeping

We recommend you check your accounting software data is up to date before you use Futrli. If it isn't, the data in Futrli won't be either.

Unreconciled transactions

Futrli will highlight the number of unreconciled transactions coming through from your accounting software.

  1. Go to the Summary page and check the Data connection section.

    From there, you can refresh the synchronisation status and check if there's any unreconciled transactions.

  2. You can use the link to log into your data source and reconcile your transactions.

  3. Head back into Futrli, and manually sync the organisation again.
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    GIF zooming in to the 'Data connection' section on the Futrli home page.

Step 3 - Create your first forecast

This is where you start getting into the main features of Futrli, starting with forecasting. There are three different types of forecasts that you can create.

  • 1 year P&L

  • 3 year cash flow

  • 3 year cash flow with due invoices

For more information to help you get familiar with forecasting and creating forecasts, use our guides below.

Example of creating a forecast

In this example, we're going to create a new 1 year P&L using last year's actuals.

  1. In your Futrli account, click the Forecasting tab.​

  2. Under Create a budget, forecast or scenario, you see the three forecast types to create.
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    Click the 1 year P&L option.
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  3. Select Create from last year's actuals.​

  4. Give the forecast a name, then set the start date from the start of next month.

  5. Click "Create new" to create the forecast. You can now use it and edit it.

    You can access it from the Draft section in the Forecasting page.

What can I do with this forecast?

Add predictions

In a forecast, you can add new predictions against any account in your organisation, predicting future income and expenditure.​

Publish

Any new forecast you create starts life as a draft. The creator of the draft is the only person with access to it. Nobody else can see it until the creator publishes the forecast.

After you publish a forecast you can reference it in a report, which we cover in the next step.

Export to Google Sheets

You can export your forecast via the controls dropdown. You can find this in the top-left corner of the window.

Reference in a report

After you publish a forecast, you can create a report that references data from that forecast.

Step 4 - Create your first report

You have full control of the reporting functionality in Futrli. For example, what do you want to report on? What date range you want to report on? Do you want to compare multiple forecasts with your actual data, etc.

With the drag-and-drop functionality, how you design the report you create is up to you.

📌 TIP: If you don't want to start from scratch, you can select default templates or create your own.

For more information to help you get familiar with reporting and creating reports, use our guides below.

Example of creating a report

Below we'll go over how to create a new report and reference data from the forecast you created and published in the previous section.

  1. Click the Reporting tab, then locate the Create from section.
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  2. You can select a template or create from scratch. You can also select the layout.

    In our example, we’ll use the Portrait option in the Scratch tab.
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  3. From the new report, click the Builder section from the right-hand side menu.
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  4. The first step is to select the widget type, a chart, line graph or table.

    In our example, we'll use a bar chart. ​
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    Drag and drop the icon onto your report. You can then reposition and resize it.​

  5. The next step is to select the dataset. In our example, we'll select a forecast.
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    Datasets option in a report widget.

For more details on building widgets and referencing forecasts, view the following guides:

📌TIP: You can delete any of the test forecasts or reports that you created.

Step 5 - Invite others

The final step in our five first steps is to invite others to join your Futrli workspace.

Before you invite them, make sure you know the following:

  • The invitee's full name

  • The invitee's email address

  • Which organisations you want them to have access to

  • What user role you want them to have

Read more

Related Articles
What is Futrli?
Forecasting in Futrli
First steps when invited to Futrli by another user
Organisations in Futrli
Futrli walkthroughs
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