Futrli

Add a percentage increase to a prediction in a Futrli forecast.

Add a percentage increase to a prediction

Use a Formula prediction in Futrli to apply bulk changes to accounts or account groups.

Apply bulk changes to a forecast

Summary: Turn multiple predictions on or off at the same time in a Futrli forecast.

Bulk update forecast predictions

Create a new Futrli forecast using an existing forecast as the starting point.

Convert a forecast to another forecast type

Use the forecast checklist in Futrli to track the recommended setup tasks for a forecast.

Complete the forecast checklist

Choose when actual data changes to forecast data in a 3-way forecast in Futrli.

Control when actual data changes to forecast data

Create a Futrli forecast using last year's actual data as the starting point.

Create a forecast using last year's actual data

Defer VAT/GST/Sales tax payments in a 3-way forecast.

Create a VAT/GST/Sales tax deferral

Display the cash flow impact of predictions in a 3-way forecast in Futrli.

Display a forecast in Cash Flow view

Create corporation tax predictions in a Futrli forecast using formula predictions.

Forecast corporation tax

Forecast payroll manually in Futrli using formula and repeating predictions.

Forecast payroll

Show or hide accounts with zero values in a Futrli forecast.

Show or hide unused accounts

How Futrli calculates cash flow forecasts.

How Futrli calculates a cash flow forecast

Update the default VAT/GST/Sales tax settings for a Futrli forecast.

Update VAT/GST/Sales tax settings for a forecast

How unpaid invoices and bills affect a 3-way forecast in Futrli.

Understand the impact of unpaid invoices and bills

How Futrli calculates and forecasts VAT/GST/Sales tax.

VAT/GST/Sales tax in Futrli

Manage unpaid invoices and bills in a 3-way forecast in Futrli.

Manage unpaid invoices and bills in a forecast

Understand the confidence levels for automated predictions in Futrli and what to do if a prediction doesn't look right.

Review an automated prediction

Reduce accounts receivable and payable balances in a 3-way forecast in Futrli.

Pay off accounts receivable and payable

Set payment terms for a manual prediction in a Futrli forecast.

Set payment terms

Set the default VAT/GST/Sales tax rate for new predictions in a Futrli forecast.

Set the default VAT/GST/Sales tax rate for a forecast

Switch between accrual and cash-based VAT/GST/sales tax

How prediction journal movements affect accounts in a Futrli forecast.

Understand prediction journal movements

View historical data in a Futrli forecast.

View historical data in a forecast

Change the default accounts used by predictions in a Futrli forecast.

Update default accounts for a forecast

An explanation to why you don't see a prediction showing anymore for this month.

Why is a prediction not showing for this month?

Futrli Support

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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