To use this template, you'll need to have:
Please do not
Delete any rows or columns from this template.
Add any rows or columns to this template.
Override any cells. If pasting data, please paste values only.
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, then restart the process of adding data.
Step one
Step one
Unlike some other templates, the Client Tracker template requires no hidden settings to be opened and completed. You'll only need to add data to the white boxes.
Start to add the information you'd like to import. The account code you select will determine if it is a cost or revenue that is pulled into Futrli.
You'll need to add figures for the first recurring amount, it is then your choice if you add figures to the second recurring amount, or to the one off amounts.
Step two
Step two
Add up to 50 rows of data for as many different clients as you'd like. The Client column will be the prediction name you see in Futrli, set up against the account you select in the Account code column.
Step three
Step three
When finished, you'll have a green tick at the top of the page, effectively giving you the green light to carry out the sync. If this isn't green, you'll be able to open the rows to see which information is missing.
Step four
Step four
To get the sheet into Futrli, you'll need to copy and paste the tab name into the Control Sheet. This guide runs through that process in more detail.