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.
You can add multiple organisations to your Futrli workspace. You can either connect to an accounting software or upload data via a spreadsheet.
Does it cost to add another organisation?
Does it cost to add another organisation?
There are two subscription options with Futrli:
Single licence - You're charged per month for each organisation
Partner plans - These plans start from ten organisations and are perfect for those using Futrli with clients
📌 TIP: For information on these plans, visit www.futrli.com/pricing.
Who can add an organisation?
Who can add an organisation?
To add an organisation to a Futrli workspace, you need to have one of the following roles:
Workspace owner
Super administrator
Administrator
Data manager
What types of organisations can I create?
What types of organisations can I create?
There are three types of organisations you can create:
Connected organisations such as Sage Accounting, Xero and Quickbooks Online - allowing you to synchronise your data live
Excel organisations created from data upload
Demo organisations allowing you to test the product (UK and AU)
How to add an organisation
How to add an organisation
Log in to Futrli to access your workspace. The organisations you have access to will show.
If you have access to more than workspace, click into the workspace you want to add the new organisation into.
Click Create, then Create new organisation.
Select the organisation type you want to connect to or upload, and follow the on-screen instructions.
Can't add an organisation?
Can't add an organisation?
If you can't locate the section to add an organisation, this is likely due to your permissions.
You’ll need to contact the workspace owner who can update your permissions.