This guide is for those who access Futrli directly.
If you access Futrli from a Sage product like Sage for Accountants, you will need to use the Sage global navigation bar at the top of your window to access other organisations.
If you are unsure which Futrli setup you have, please Contact our Support Team.
When you add a new organisation, you have the option to create an Excel organisation based on data uploaded via a spreadsheet. This is useful if you don't have accounting software that can integrate with Futrli.
Steps to create an Excel organisation
From any organisation, click the dropdown next to the organisation name.
Click the option Manage Organisations.
Click Create, then Create new organisation.
Click Excel organisation.
Click Organisation Template.xls to download the template.
Enter monthly, quarterly, or annual Profit & Loss and Balance Sheet data from your accounting package into the downloaded template. Make sure to follow the instructions in our article, complete an Excel organisation import template.
Once you complete the template, you can drop the file in the upload panel, or click to browse to the file.
The system will scan the file. Once the upload is complete, it will say Success next to the file. Click Finish.
📎 NOTE: Only the Workspace owner, Super Administrator, Administrator and Data Manager roles can add an organisation.
What happens if an upload isn’t successful?
If there’s an issue with an upload, an error message will display with the specific error:
EXAMPLE:
You can also visit our guide listing all upload errors for more information.
Next steps
You can access this organisation and use it mostly like any other accounting software-connected or demo organisation. However, features around due invoices aren’t available in Excel organisations.
If you need to update the accounting data in this organisation after the upload, use the Update values option.
📌 TIP: If you sign up to Sage Accounting, you can sync your account directly with Futrli without having to upload data manually.
To find out more, complete this form and a member of our sales team will be in touch.