When you connect an organisation to an accounting software, Futrli synchronises your data automatically every day.
📌TIP: You can also run a manual synchronisation at any time.
How often does Futrli synchronise?
Futrli synchronises data with your accounting software once a day.
The synchronisation completes within a few minutes, although it can take longer for larger organisations.
Check the sync status
You can check the current sync status from:
Manage your organisations
The Summary tab
The Chart of Accounts tab
Any Forecast page
Run a manual synchronisation?
You can manually synchronise your data from the following locations.
Summary
Open the Summary tab.
Under Data connection, select Sync now.
Chart of Accounts
Open the Chart of Accounts tab, then select Sync now
Forecast
Open the Forecast tab.
Open any forecast.
Select the Futrli logo.
Next to Data synced, select Refresh.
If the sync fails, reconnect the organisation from Manage Organisations.
📎NOTE: Excel organisations don't support synchronisation. To refresh your data, upload a new file using the Update option.
My data still doesn't match
If your figures still don't match your accounting software after a manual synchronisation, check the following possible causes.
Unreconciled bank transactions
On the Summary page, check the Data connection section for unreconciled transactions.
If Futrli identifies unreconciled transactions:
Reconcile the transactions in your accounting software.
Run Sync now again.
Xero journals and P&L timing
If you post journals in Xero that move income or expenses into a different period, Futrli updates those figures during the next synchronisation.
If the Profit and Loss figures still don't match after synchronising:
Confirm the journal posted to the correct accounting period in Xero
Run another manual synchronisation
📌 NOTE: Futrli imports all journal adjustments from Xero. Actual values imported from Xero overwrite any manual cash flow predictions for the same accounts and periods.
Consolidated organisations
Currency conversion can create balance differences in consolidated organisations that use different base currencies. This isn't a synchronisation issue.
Contact us if this occurs
Request a full resync
A full resynchronisation is different from the Sync now option.
A full resynchronisation rebuilds the organisation's data from scratch. Support can arrange this if specific accounts don't synchronise correctly after several manual synchronisations.
When you contact us, include:
The organisation name
The accounts or figures that don't match
Confirmation that you've already completed a manual synchronisation
We'll work with the development team to arrange the full resynchronisation if required.