# Futrli Platform Help Centre

> Help center for Futrli

## Getting started

- [What is Futrli?](https://support.futrli.com/en/articles/4214644-what-is-futrli.md): An overview of our real-time cash flow forecasting and reporting software. Futrli.
- [Take a tour of Futrli](https://support.futrli.com/en/articles/7238011-take-a-tour-of-futrli.md): New to Futrli? Use our interactive walkthrough.
- [Your five first steps in Futrli](https://support.futrli.com/en/articles/6895627-your-five-first-steps-in-futrli.md): First steps to follow for new users who have created their own workspace.
- [First steps when invited to Futrli by another user](https://support.futrli.com/en/articles/8272614-first-steps-when-invited-to-futrli-by-another-user.md): What to do first after someone invites to use Futrli.
- [Contact Futrli](https://support.futrli.com/en/articles/9943513-contact-futrli.md): How to get in touch with Futrli support if you need further help.
- [Can I use Futrli with my accounting clients?](https://support.futrli.com/en/articles/3516496-can-i-use-futrli-with-my-accounting-clients.md): Yes you can. Futrli is ideal to analyse your clients' financial information.
- [Can I use Futrli with my accountant?](https://support.futrli.com/en/articles/6877994-can-i-use-futrli-with-my-accountant.md): How to invite an accountant to your Futrli workspace.
- [How do you sign up for a free trial of Futrli?](https://support.futrli.com/en/articles/4215092-how-do-you-sign-up-for-a-free-trial-of-futrli.md): Free means free, no payment info needed!
- [Price plans for Futrli](https://support.futrli.com/en/articles/4215093-price-plans-for-futrli.md): Information on prices for Futrli subscriptions.
- [How many organisations and users can I add to Futrli?](https://support.futrli.com/en/articles/8953402-how-many-organisations-and-users-can-i-add-to-futrli.md): An overview about how many organisations and users you can add in Futrli.
- [Manage your subscription](https://support.futrli.com/en/articles/8967372-manage-your-subscription.md): How to start and manage your subscription with Futrli.

## Organisations

- [Change your organisation name](https://support.futrli.com/en/articles/15646466-change-your-organisation-name.md): Update your company name in Futrli.

## Chart of accounts

- [Chart of Accounts in Futrli](https://support.futrli.com/en/articles/8703701-chart-of-accounts-in-futrli.md): An overview of the Chart of Accounts \(COA\) page in Futrli.
- [Reorder your chart of accounts](https://support.futrli.com/en/articles/8948449-reorder-your-chart-of-accounts.md): How to change the order in which accounts appear within your chart of accounts \(COA\) in Futrli.
- [Change the category an account sits in within your chart of accounts](https://support.futrli.com/en/articles/8948452-change-the-category-an-account-sits-in-within-your-chart-of-accounts.md): How to use the 'Reclassify' option to move an account to a different chart of accounts \(COA\) category.
- [Create an account group in your chart of accounts](https://support.futrli.com/en/articles/8948456-create-an-account-group-in-your-chart-of-accounts.md): How to add groups within a chart of accounts \(COA\) category.
- [Apply a switch rule to a balance sheet account](https://support.futrli.com/en/articles/8948461-apply-a-switch-rule-to-a-balance-sheet-account.md): How to apply switch rules to balance sheet accounts in your chart of accounts \(COA\).

## Summary

- [Futrli Summary page](https://support.futrli.com/en/articles/9267708-futrli-summary-page.md): An overview of the Summary page in Futrli.
- [Send business insights as a recurring email](https://support.futrli.com/en/articles/9173054-send-business-insights-as-a-recurring-email.md): How to set up a recurring email about current insights.

## Forecasting

- [Forecasting in Futrli](https://support.futrli.com/en/articles/7150971-forecasting-in-futrli.md): An introduction to forecasting in Futrli.
- [Forecasting home page](https://support.futrli.com/en/articles/7127731-forecasting-home-page.md): Navigate through the forecasting tab in Futrli.
- [1 year P&L forecast](https://support.futrli.com/en/articles/7150975-1-year-p-l-forecast.md): An overview of what a 1 year P&L forecast is in Futrli.
- [3 year cash flow forecast](https://support.futrli.com/en/articles/7150978-3-year-cash-flow-forecast.md): An overview of what a 3 year cash flow forecast is in Futrli.
- [3 year cash flow with due invoices forecast](https://support.futrli.com/en/articles/7150973-3-year-cash-flow-with-due-invoices-forecast.md): An overview of what a 3 year cash flow with due invoices forecast is in Futrli.
- [Differences between the Futrli forecasting options](https://support.futrli.com/en/articles/7150981-differences-between-the-futrli-forecasting-options.md): A comparison between Futrli's three forecasting options.
- [Create a forecast](https://support.futrli.com/en/articles/8948041-create-a-forecast.md): How to create a new 1 year P&L, 3 year cash flow, or 3 year cash flow with due invoices forecast.
- [Copy an existing forecast](https://support.futrli.com/en/articles/8948053-copy-an-existing-forecast.md): How to duplicate an existing forecast to create a new one.
- [Draft vs Published forecasts](https://support.futrli.com/en/articles/9335954-draft-vs-published-forecasts.md): The differences between draft and published forecasts.
- [View or edit a forecast](https://support.futrli.com/en/articles/8953395-view-or-edit-a-forecast.md): How to view or edit an existing forecast.
- [Delete a forecast](https://support.futrli.com/en/articles/9352127-delete-a-forecast.md): How to delete a forecast.
- [Share a forecast](https://support.futrli.com/en/articles/8948057-share-a-forecast.md): How to share a Futrli forecast for others to view.
- [Publish a forecast](https://support.futrli.com/en/articles/9891888-publish-a-forecast.md): How to convert a forecast from 'Draft' status to 'Published' so other Futrli users can see it.
- [Export a forecast](https://support.futrli.com/en/articles/8948060-export-a-forecast.md): How to export a forecast from Futrli to Google Sheets.
- [Lock a forecast](https://support.futrli.com/en/articles/8948062-lock-a-forecast.md): How to lock a published 1 year P&L forecast to make it read-only and prevent further changes from being made.
- [Add predictions to a forecast](https://support.futrli.com/en/articles/9891165-add-predictions-to-a-forecast.md): How to add a prediction to one of your forecasts.
- [Auto-predictions](https://support.futrli.com/en/articles/4215624-auto-predictions.md): How to set up predictions in forecasts created by Futrli automatically.
- [Create a manual prediction](https://support.futrli.com/en/articles/6652878-create-a-manual-prediction.md): How to create and set up your own prediction.
- [Create a 'Formula' based prediction](https://support.futrli.com/en/articles/6544728-create-a-formula-based-prediction.md): How to build a formula in a forecast.
- [Create a 'Freestyle' based prediction](https://support.futrli.com/en/articles/4215730-create-a-freestyle-based-prediction.md): How to manually create a prediction using the 'Freestyle' method.
- [Create a 'Repeating' based prediction](https://support.futrli.com/en/articles/4215738-create-a-repeating-based-prediction.md): How to manually create a prediction using the 'Repeating' method.
- [Create a 'Unit' based prediction](https://support.futrli.com/en/articles/4477050-create-a-unit-based-prediction.md): How to manually create a prediction using the 'Unit' based method.
- [Create a non cash transfer prediction](https://support.futrli.com/en/articles/8948109-create-a-non-cash-transfer-prediction.md): How to create a prediction using a non cash flow payment treatment.
- [VAT/GST/sales tax rates in predictions](https://support.futrli.com/en/articles/4215787-vat-gst-sales-tax-rates-in-predictions.md): An overview of how to manage VAT/GST/sales tax rates when creating predictions.
- [Import predictions into Futrli](https://support.futrli.com/en/articles/6320824-import-predictions-into-futrli.md): An overview of how the import feature works for predictions.
- [Remove imported predictions](https://support.futrli.com/en/articles/6290917-remove-imported-predictions.md): How to remove prediction data uploaded via import.
- [Set payment terms](https://support.futrli.com/en/articles/4215744-set-payment-terms.md): How to set payment terms.
- [Forecasting corporation tax](https://support.futrli.com/en/articles/7475477-forecasting-corporation-tax.md): How to correctly forecast corporation tax in Futrli
- [Impact of unpaid invoices and bills](https://support.futrli.com/en/articles/4215925-impact-of-unpaid-invoices-and-bills.md): An explanation of how unpaid invoices and bills can affect your forecasting in Futrli.
- [VAT/GST/sales tax in Futrli](https://support.futrli.com/en/articles/4216001-vat-gst-sales-tax-in-futrli.md): An overview of how VAT/GST/sales tax works in Futrli.
- [Defer VAT/GST/sales tax](https://support.futrli.com/en/articles/7238982-defer-vat-gst-sales-tax.md): How to defer VAT/GST/sales tax in a Futrli forecast.
- [Hide or show accounts with zero values](https://support.futrli.com/en/articles/6367129-hide-or-show-accounts-with-zero-values.md): How to update your display to either show or hide accounts with zero value
- [Switch between accrual and cash-based VAT/GST/sales tax](https://support.futrli.com/en/articles/8926194-switch-between-accrual-and-cash-based-vat-gst-sales-tax.md): How to change you tax scheme.
- [Create a forecast with last year's actual data](https://support.futrli.com/en/articles/8948050-create-a-forecast-with-last-year-s-actual-data.md): How to make a forecast using last year's actuals.
- [View historical data in a forecast](https://support.futrli.com/en/articles/8948064-view-historical-data-in-a-forecast.md): How to view historical data in a Futrli forecast.
- [Bulk toggle forecast predictions](https://support.futrli.com/en/articles/8948068-bulk-toggle-forecast-predictions.md): How to toggle on/off all auto predictions and/or manual predictions in a forecast.
- [Update default accounts in a forecast](https://support.futrli.com/en/articles/8948077-update-default-accounts-in-a-forecast.md): How to change your default monetary accounts in a forecast.
- [Complete a forecast checklist](https://support.futrli.com/en/articles/8948084-complete-a-forecast-checklist.md): How to mark that you've completed recommended tasks after you create a forecast.
- [Display forecast in a cash flow view](https://support.futrli.com/en/articles/8948202-display-forecast-in-a-cash-flow-view.md): How to toggle on a cash flow view of your 3 year cash flow forecast.
- [Unpaid invoices and bills in a forecast](https://support.futrli.com/en/articles/8948274-unpaid-invoices-and-bills-in-a-forecast.md): How to deal with your unpaid invoices and bills within a 3 year cash flow with due invoices forecast.
- [Understanding prediction journal movements](https://support.futrli.com/en/articles/8953399-understanding-prediction-journal-movements.md): How prediction journal movements work in Futrli and how they impact other accounts.
- [How is a Futrli cash flow forecast calculated?](https://support.futrli.com/en/articles/8953424-how-is-a-futrli-cash-flow-forecast-calculated.md): An explanation to how Futrli calculates cash flow forecasts.
- [Control when actual data changes to forecasted data in a forecast](https://support.futrli.com/en/articles/8954086-control-when-actual-data-changes-to-forecasted-data-in-a-forecast.md): Setting the actual/forecast data crossover date
- [Incorrect auto-prediction](https://support.futrli.com/en/articles/9148774-incorrect-auto-prediction.md): What to do if you believe your auto-prediction isn't accurate.
- [Add a percentage increase to a prediction](https://support.futrli.com/en/articles/9325307-add-a-percentage-increase-to-a-prediction.md): How to add a percentage increase to a prediction.
- [Forecast payroll](https://support.futrli.com/en/articles/9325102-forecast-payroll.md): Forecast payroll manually in Futrli using Formula and Repeating predictions.
- [Why is a prediction not showing for this month?](https://support.futrli.com/en/articles/9325230-why-is-a-prediction-not-showing-for-this-month.md): An explanation to why you don't see a prediction showing anymore for this month.
- [Add bulk changes to a forecast](https://support.futrli.com/en/articles/9330181-add-bulk-changes-to-a-forecast.md): How to make bulk changes to a forecast using formula predictions.
- [Pay off Accounts Receivable and/or Accounts Payable accounts in a forecast](https://support.futrli.com/en/articles/9331097-pay-off-accounts-receivable-and-or-accounts-payable-accounts-in-a-forecast.md): How to pay off Accounts Receivable and/or Accounts Payable accounts in a cash flow forecast.
- [How to update VAT/GST/sales tax settings in a forecast](https://support.futrli.com/en/articles/9337293-how-to-update-vat-gst-sales-tax-settings-in-a-forecast.md): How to change the default VAT/GST/sales settings
- [Set the default VAT/GST/sales tax rate for a forecast](https://support.futrli.com/en/articles/9910645-set-the-default-vat-gst-sales-tax-rate-for-a-forecast.md): How to set a forecast's default VAT/GST/sales tax rate.
- [Can I convert a forecast into a different forecast type?](https://support.futrli.com/en/articles/10102646-can-i-convert-a-forecast-into-a-different-forecast-type.md): How to change a forecast into a different type of forecast.
- [Import a budget](https://support.futrli.com/en/articles/7169890-import-a-budget.md): How to import a budget into a forecast.

## Reporting

- [Unlock a report](https://support.futrli.com/en/articles/15691716-unlock-a-report.md): Allow other users to edit a locked report in Futrli.
- [Display historical and forecast data in a report](https://support.futrli.com/en/articles/15691829-display-historical-and-forecast-data-in-a-report.md): Display historical actual data alongside forecast data in Futrli.
- [Reporting in Futrli](https://support.futrli.com/en/articles/6618267-reporting-in-futrli.md): An introduction to the reporting capability in Futrli.
- [Create a new report](https://support.futrli.com/en/articles/6627683-create-a-new-report.md): How to create a new report in Futrli and the options you can see on the reporting homepage.
- [Report templates](https://support.futrli.com/en/articles/8948344-report-templates.md): How to use report templates in Futrli.
- [Duplicate a report](https://support.futrli.com/en/articles/8948303-duplicate-a-report.md): How to duplicate an existing report.
- [Edit a report](https://support.futrli.com/en/articles/6627684-edit-a-report.md): How to make changes to a report.
- [Share a report](https://support.futrli.com/en/articles/6627680-share-a-report.md): How to share a report so it can be seen by others.
- [Publish a report](https://support.futrli.com/en/articles/9082916-publish-a-report.md): How to publish a 'Draft' report for other users to see.
- [Report scheduling](https://support.futrli.com/en/articles/8267289-report-scheduling.md): How to send a report automatically
- [Export a Report or Dashboard](https://support.futrli.com/en/articles/6583728-export-a-report-or-dashboard.md): How to download a report directly from Futrli.
- ['Draft' and 'Published' reports](https://support.futrli.com/en/articles/6780786-draft-and-published-reports.md): An overview about draft and published reports in Futrli.
- [Email a report as a PDF](https://support.futrli.com/en/articles/10002112-email-a-report-as-a-pdf.md): How to immediately email a PDF of a report.
- [Delete a report](https://support.futrli.com/en/articles/8948305-delete-a-report.md): How to permanently remove a report for all users.
- [Build and customise a report](https://support.futrli.com/en/articles/7253767-build-and-customise-a-report.md): Customise reports in Futrli using templates, widgets, text, images, and page settings.
- [Build your own report widgets](https://support.futrli.com/en/articles/6627694-build-your-own-report-widgets.md): Create custom charts and tables in Futrli using datasets, formulas, drivers, and financial data.
- [Rename a report](https://support.futrli.com/en/articles/6627686-rename-a-report.md): How to edit the title of a report.
- [Annotate a report](https://support.futrli.com/en/articles/6627700-annotate-a-report.md): Add notes, headings, and widget titles to make Futrli reports easier to read.
- [Add text to a report](https://support.futrli.com/en/articles/9229591-add-text-to-a-report.md): How to add text blocks to your report.
- [Set the date range for a report](https://support.futrli.com/en/articles/8948390-set-the-date-range-for-a-report.md): Choose the period of data displayed in Futrli report widgets.
- [Move and resize widgets on a report](https://support.futrli.com/en/articles/8948349-move-and-resize-widgets-on-a-report.md): Change the position and size of widgets in a Futrli report.
- [Add page numbers to a report](https://support.futrli.com/en/articles/8948412-add-page-numbers-to-a-report.md): How to give a report page numbers.
- [Add, remove, duplicate and reorder report pages](https://support.futrli.com/en/articles/8948426-add-remove-duplicate-and-reorder-report-pages.md): How to add, duplicate, delete and reorder pages on a report.
- [Display forecasted data in a report](https://support.futrli.com/en/articles/7176447-display-forecasted-data-in-a-report.md): How to create a report to show forecasted data.
- [Add an image to a report](https://support.futrli.com/en/articles/8948417-add-an-image-to-a-report.md): How to upload and insert an image into a report.
- [Add information to a report](https://support.futrli.com/en/articles/6627690-add-information-to-a-report.md): How to populate and customise a report using templates, widgets, text blocks, and images.
- [Compare data in a report](https://support.futrli.com/en/articles/6627702-compare-data-in-a-report.md): Compare actual data, forecasts, and reporting periods in Futrli reports.
- [Reporting homepage overview](https://support.futrli.com/en/articles/6627697-reporting-homepage-overview.md): The main sections of the Reporting homepage in Futrli and where to manage reports, templates and exported PDFs.
- [Display actual or historical data on a report](https://support.futrli.com/en/articles/8948360-display-actual-or-historical-data-on-a-report.md): How to view actual and historical data in a report.
- [Display last year's actual data on a report](https://support.futrli.com/en/articles/8948366-display-last-year-s-actual-data-on-a-report.md): How to show actual data on a report for the last year.
- [Customise report colours](https://support.futrli.com/en/articles/8948396-customise-report-colours.md): Change colours for reports, charts, tables, and text in Futrli.
- [Use a formula in a report or dashboard](https://support.futrli.com/en/articles/8948400-use-a-formula-in-a-report-or-dashboard.md): Add an existing formula or create a new formula in a Futrli report or dashboard widget.
- [Format a chart widget](https://support.futrli.com/en/articles/8953451-format-a-chart-widget.md): Customise chart widgets in Futrli using axis settings, chart styles, and branding options.
- [Display a combination of actual and forecasted data on a report](https://support.futrli.com/en/articles/8948368-display-a-combination-of-actual-and-forecasted-data-on-a-report.md): How to display both actual and forecasted data on a report.
- [Add a comparison, period, or summary column to a widget](https://support.futrli.com/en/articles/8948404-add-a-comparison-period-or-summary-column-to-a-widget.md): An overview of the formulas available to use for comparison, period, or summary columns.
- [How to display specific accounts, groups or categories on a report](https://support.futrli.com/en/articles/9070512-how-to-display-specific-accounts-groups-or-categories-on-a-report.md): How to exclude accounts or categories when selecting your data
- [How to display forecast predictions on a report](https://support.futrli.com/en/articles/9070522-how-to-display-forecast-predictions-on-a-report.md): Add forecast predictions to your reports
- [How to build a report showing a cash flow forecast](https://support.futrli.com/en/articles/9149349-how-to-build-a-report-showing-a-cash-flow-forecast.md)
- [Format numbers in report widgets](https://support.futrli.com/en/articles/9353465-format-numbers-in-report-widgets.md): Control how numbers display in chart and table widgets using rounding and formatting options in Futrli.
- [Format a table widget](https://support.futrli.com/en/articles/9362601-format-a-table-widget.md): Customise the layout, size, and appearance of table widgets in Futrli reports.
- [Layer charts in a graph widget](https://support.futrli.com/en/articles/9546700-layer-charts-in-a-graph-widget.md): Use Axis 2 to display multiple chart types within the same graph widget in Futrli.

## Performance

- [Performance area in Futrli](https://support.futrli.com/en/articles/9064933-performance-area-in-futrli.md): An overview of the Performance page.
- [Customers & Suppliers](https://support.futrli.com/en/articles/6259450-customers-suppliers.md): An overview of your business's Customers & Suppliers page within the Performance section in Futrli.
- [Create a Performance dashboard](https://support.futrli.com/en/articles/9082767-create-a-performance-dashboard.md): How to create additional dashboards.
- [Add or remove a dashboard within the Performance tab](https://support.futrli.com/en/articles/9189813-add-or-remove-a-dashboard-within-the-performance-tab.md): How to add a dashboard you've created to the Performance page

## Formulas

- [Using formulas in Futrli](https://support.futrli.com/en/articles/8953434-using-formulas-in-futrli.md): How to use formulas.
- [Using an 'if' formula](https://support.futrli.com/en/articles/9997996-using-an-if-formula.md): How to set predictions based on unknown future circumstances.

## Consolidations

- [Consolidate your organisations](https://support.futrli.com/en/articles/9670009-consolidate-your-organisations.md): You can consolidate the data of multiple organisations in Futrli.
- [Create a consolidated organisation](https://support.futrli.com/en/articles/9669632-create-a-consolidated-organisation.md): How to consolidate multiple organisations into one.
- [Edit a consolidated organisation](https://support.futrli.com/en/articles/9669639-edit-a-consolidated-organisation.md): How to configure the settings of consolidated organisations.
- [Add an organisation to a consolidated organisation](https://support.futrli.com/en/articles/9680875-add-an-organisation-to-a-consolidated-organisation.md): How to assign an organisation to an existing consolidation.
- [Eliminate accounts in a consolidated organisation](https://support.futrli.com/en/articles/9717207-eliminate-accounts-in-a-consolidated-organisation.md): How to eliminate accounts in an existing consolidated organisation.
- [Multi-currency consolidations](https://support.futrli.com/en/articles/9717369-multi-currency-consolidations.md): Futrli offers live and historical FX rates for consolidated organisations, with the option to configure daily rates.
- [Create a forecast within a consolidated organisation](https://support.futrli.com/en/articles/9685719-create-a-forecast-within-a-consolidated-organisation.md): How to create a forecast within a consolidated organisation that is copied from budgets, forecasts or scenarios of its sub-organisations.
- [Delete a consolidated organisation](https://support.futrli.com/en/articles/9669642-delete-a-consolidated-organisation.md): How to remove a consolidated organisation.