When the Master Sheet is created, it takes a snapshot of every account that exists in the chart of accounts for the organisation. But the Master Sheet does not have a live link with your organisation. If your chart of accounts changes, your Master Sheet does not.

If your chart of accounts is updated, you'll need to create a new Master Sheet.

Don't worry though - this doesn't mean you'll need to start fresh with your templates, we can move those from the old Master Sheet to the new Master Sheet - and this guide will explain exactly how to do that.

Before a new Master Sheet can be created, we'll need to remove the existing Master Sheet. This can be done first by heading into the forecast in question, then into the import homepage for that forecast via the New prediction and Import templates option.

There you will see the option to delete the Master Sheet, it's a bin icon on the top of the page.

Once deleted, the option to create a new Master Sheet will now display.

So you have created a new Master Sheet - but what about the predictions that were set up on the old Master Sheet?

No problem, we can move these from the old Master Sheet to the new Master Sheet - nothing will be lost.

Head into the old Master Sheet. Any sheets with predictions you'd like to keep, right click on the tab, then click Copy to and then Existing spreadsheet. You'll then be selecting the new Master Sheet.

Jump into the new Master Sheet, you'll now see the copy of that tab has been moved over.

To bring it into Futrli, add the name of the tab to step three in the Control sheet, then head into Futrli and sync.