# 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. - [Futrli walkthroughs](https://support.futrli.com/en/articles/8979644-futrli-walkthroughs.md): Use our interactive walkthroughs for visual step-by-step guidance on certain Futrli features and processes. - [Access Futrli from Sage for Accountants](https://support.futrli.com/en/articles/11823159-access-futrli-from-sage-for-accountants.md): How to log into Futrli from Client Management. ## Account settings - [Understanding your Futrli workspace](https://support.futrli.com/en/articles/4251238-understanding-your-futrli-workspace.md): How to create a workspace and access other workspaces. - [Access another workspace](https://support.futrli.com/en/articles/9230061-access-another-workspace.md): How to access organisations within another workspace that you've been invited to. - [Reset password](https://support.futrli.com/en/articles/8943448-reset-password.md): How to change your password for Futrli. - [Multi-factor authentication](https://support.futrli.com/en/articles/8943453-multi-factor-authentication.md): How to use multi-factor authentication \(MFA\) for your Futrli login. - [Change the name of your Futrli workspace](https://support.futrli.com/en/articles/8943540-change-the-name-of-your-futrli-workspace.md): How to change your workspace name in Futrli. - [Futrli data security](https://support.futrli.com/en/articles/8953388-futrli-data-security.md): Information about Futrli and GDPR compliance. ## Organisations - [Change your organisation name](https://support.futrli.com/en/articles/15646466-change-your-organisation-name.md): Update your company name in Futrli. - [Organisations in Futrli](https://support.futrli.com/en/articles/8943569-organisations-in-futrli.md): An overview of how organisations work in Futrli. - [Add an organisation](https://support.futrli.com/en/articles/8943465-add-an-organisation.md): How to add another organisation to your Futrli workspace. - [Adding multiple organisations to a Futrli workspace](https://support.futrli.com/en/articles/4251259-adding-multiple-organisations-to-a-futrli-workspace.md): Common questions about adding multiple organisations in a Futrli workspace. - [Integrate Futrli with accounting software](https://support.futrli.com/en/articles/10068006-integrate-futrli-with-accounting-software.md): An overview of which accounting software you can integrate with Futrli, and how to connect it to Futrli. - [Integrate Futrli with Sage Accounting](https://support.futrli.com/en/articles/8958081-integrate-futrli-with-sage-accounting.md): How to connect a Sage Accounting organisation to Futrli. - [Integrate Futrli with Xero](https://support.futrli.com/en/articles/9083129-integrate-futrli-with-xero.md): How to connect a Xero organisation to Futrli. - [Integrate Futrli with QuickBooks Online](https://support.futrli.com/en/articles/9083131-integrate-futrli-with-quickbooks-online.md): How to connect a QuickBooks Online organisation to Futrli. - [Xero disconnected from Futrli](https://support.futrli.com/en/articles/3364704-xero-disconnected-from-futrli.md): Troubleshooting Xero integration errors - [Excel organisations](https://support.futrli.com/en/articles/10485548-excel-organisations.md): Create and manage organisations based on Excel data. - [Create an Excel organisation](https://support.futrli.com/en/articles/10290041-create-an-excel-organisation.md): How to create an organisation that uses uploaded Excel information as its source of data. - [Complete an Excel organisation import template](https://support.futrli.com/en/articles/10501889-complete-an-excel-organisation-import-template.md): How to complete the import template to create or update an Excel organisation. - [Update values of Excel organisations](https://support.futrli.com/en/articles/10290115-update-values-of-excel-organisations.md): How to update data within an Excel organisation. - [Add a new account to an Excel organisation](https://support.futrli.com/en/articles/10579386-add-a-new-account-to-an-excel-organisation.md): How to add a new row in the Excel template to add more accounts. - [Account codes in Excel organisations](https://support.futrli.com/en/articles/10579342-account-codes-in-excel-organisations.md): An overview of account codes in Excel organisations. - [Data format in Excel organisations spreadsheets](https://support.futrli.com/en/articles/10578339-data-format-in-excel-organisations-spreadsheets.md): An overview of how to format data for an excel organisation depending on where the account in question sits. - [System accounts in Excel organisations](https://support.futrli.com/en/articles/10579429-system-accounts-in-excel-organisations.md): An overview of system accounts in an Excel organisation. - [Excel organisation upload errors](https://support.futrli.com/en/articles/10585161-excel-organisation-upload-errors.md): Error messages that can occur when you upload Excel organisation data and how to resolve them. - [How do I tell if a balance sheet is balancing?](https://support.futrli.com/en/articles/10979373-how-do-i-tell-if-a-balance-sheet-is-balancing.md): An explanation of the calculations behind ensuring a balance sheet balances in an Excel organisation. - [Delete an organisation](https://support.futrli.com/en/articles/8943529-delete-an-organisation.md): How to delete an organisation in Futrli. - [Data synchronisation](https://support.futrli.com/en/articles/8943524-data-synchronisation.md): How to refresh the sync in an integrated organisation - [Organisation appears greyed out or already connected when trying to add it](https://support.futrli.com/en/articles/16844425-organisation-appears-greyed-out-or-already-connected-when-trying-to-add-it.md): Fix the issue where an organisation shows as already connected and greyed out in Futrli, even though it isn't actually connected. ## Users - [Invite other users to Futrli](https://support.futrli.com/en/articles/4251268-invite-other-users-to-futrli.md): How to invite your colleagues, accountant, client, or anyone else to your Futrli workspace. - [Manage user permissions](https://support.futrli.com/en/articles/4251275-manage-user-permissions.md): How to amend permissions of users in your Futrli workspace. - [Delete a user](https://support.futrli.com/en/articles/9204103-delete-a-user.md): How to remove a user's access to all of your Futrli organisations. - [User roles and permissions in Futrli](https://support.futrli.com/en/articles/8238660-user-roles-and-permissions-in-futrli.md): The list of roles you can assign to users in Futrli and edit what they have access to. - [Can I resend an invite to another user?](https://support.futrli.com/en/articles/8954564-can-i-resend-an-invite-to-another-user.md): How to resend an invite to another user you've invited to your workspace. - [Manage users in Futrli](https://support.futrli.com/en/articles/10067443-manage-users-in-futrli.md): How to manage users in your Futrli workspace. ## 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): Create a new forecast in Futrli. - [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. - [Edit a forecast](https://support.futrli.com/en/articles/8953395-edit-a-forecast.md): Edit an existing forecast in Futrli. - [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): Create a formula prediction in a P&L budget or 3-way forecast. - [Create a freestyle prediction](https://support.futrli.com/en/articles/4215730-create-a-freestyle-prediction.md): Create a manual prediction using the freestyle method to enter different values for individual periods in your forecast. - [Create a repeating prediction](https://support.futrli.com/en/articles/4215738-create-a-repeating-prediction.md): Create a manual prediction using the repeating method to add recurring values that repeat daily, weekly, monthly, quarterly or annually. - [Create a unit prediction](https://support.futrli.com/en/articles/4477050-create-a-unit-prediction.md): Create a manual prediction using the unit method to forecast sales based on unit price and quantity. - [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): Learn how Futrli applies VAT/GST/Sales tax when you create manual predictions and how to override the default rate when required. - [Import predictions into Futrli with Google Sheets](https://support.futrli.com/en/articles/6320824-import-predictions-into-futrli-with-google-sheets.md): Import predictions into a Futrli forecast using an import master sheet and Google Sheets. - [Remove imported predictions](https://support.futrli.com/en/articles/6290917-remove-imported-predictions.md): Remove imported predictions from a Futrli forecast. - [Import prediction templates](https://support.futrli.com/en/articles/9867857-import-prediction-templates.md): Learn about the prediction templates available in Futrli and choose the right one for your forecasting needs. - [Complete the UK Payroll import template](https://support.futrli.com/en/articles/6290941-complete-the-uk-payroll-import-template.md): Complete the UK Payroll import template in Futrli before importing payroll predictions into a forecast. - [Complete the Australian payroll import template](https://support.futrli.com/en/articles/6290938-complete-the-australian-payroll-import-template.md): Complete the Australian Payroll import template in Futrli before importing payroll predictions into a forecast. - [Complete the New Zealand Payroll import template](https://support.futrli.com/en/articles/6290937-complete-the-new-zealand-payroll-import-template.md): Complete the New Zealand Payroll import template in Futrli before importing payroll predictions into a forecast. - [Complete the Invoice Discounting import template](https://support.futrli.com/en/articles/6290929-complete-the-invoice-discounting-import-template.md): Complete the Invoice Discounting import template in Futrli before importing invoice discounting predictions into a forecast. - [Complete the Recurring Revenue import template](https://support.futrli.com/en/articles/6290936-complete-the-recurring-revenue-import-template.md): Complete the Recurring Revenue import template in Futrli before importing recurring revenue predictions into a forecast. - [Complete the Loan Amortisation import template](https://support.futrli.com/en/articles/6290934-complete-the-loan-amortisation-import-template.md): Complete the Loan Amortisation import template in Futrli before importing loan repayment predictions into a forecast. - [Complete the Client Tracker import template](https://support.futrli.com/en/articles/6290931-complete-the-client-tracker-import-template.md): Complete the Client Tracker import template in Futrli before importing predictions into a forecast. - [Complete the Grouped Payments import template](https://support.futrli.com/en/articles/6290930-complete-the-grouped-payments-import-template.md): Complete the Grouped Payments import template in Futrli before importing grouped payment predictions into a forecast. - [Custom daily and Custom monthly templates](https://support.futrli.com/en/articles/6290928-custom-daily-and-custom-monthly-templates.md): How to populate data in the Custom daily and Custom monthly templates. - [Complete the stock import template](https://support.futrli.com/en/articles/6290921-complete-the-stock-import-template.md): Complete the stock import template in Futrli before importing stock movement predictions into a forecast. - [Update National Insurance thresholds in the UK Payroll import template](https://support.futrli.com/en/articles/6115630-update-national-insurance-thresholds-in-the-uk-payroll-import-template.md): Update the National Insurance thresholds in the UK Payroll import template in Futrli when HMRC changes the rates. - [Update an import master sheet after changing your chart of accounts](https://support.futrli.com/en/articles/6502307-update-an-import-master-sheet-after-changing-your-chart-of-accounts.md): Create a new import master sheet in Futrli after adding accounts to your chart of accounts. - [Sync an import template](https://support.futrli.com/en/articles/6320833-sync-an-import-template.md): Sync an import template to import predictions into a Futrli forecast. - [Set up an import master sheet](https://support.futrli.com/en/articles/6290915-set-up-an-import-master-sheet.md): Create an import master sheet in Futrli to import predictions into a forecast. - [Copy an import template to an import master sheet](https://support.futrli.com/en/articles/6320646-copy-an-import-template-to-an-import-master-sheet.md): Copy an import template to an import master sheet in Futrli before importing predictions into a forecast. - [How to update the date range in an import template](https://support.futrli.com/en/articles/9330083-how-to-update-the-date-range-in-an-import-template.md): Update the start month in an import template before syncing predictions to a Futrli forecast. - [How to create a forecast with an Excel template](https://support.futrli.com/en/articles/11631222-how-to-create-a-forecast-with-an-excel-template.md): How to import a forecast, budget or scenario from Excel into Futrli. - [Complete an Excel forecast template](https://support.futrli.com/en/articles/11641439-complete-an-excel-forecast-template.md): Complete an Excel forecast template in Futrli before importing predictions into a forecast. - [Update a forecast using an Excel template](https://support.futrli.com/en/articles/11641325-update-a-forecast-using-an-excel-template.md): Update an existing Futrli forecast by importing a revised Excel template. - [Set payment terms](https://support.futrli.com/en/articles/4215744-set-payment-terms.md): Set payment terms for a manual prediction in a Futrli forecast. - [Forecast corporation tax](https://support.futrli.com/en/articles/7475477-forecast-corporation-tax.md): Create corporation tax predictions in a Futrli forecast using formula predictions. - [Understand the impact of unpaid invoices and bills](https://support.futrli.com/en/articles/4215925-understand-the-impact-of-unpaid-invoices-and-bills.md): How unpaid invoices and bills affect a 3-way forecast in Futrli. - [VAT/GST/Sales tax in Futrli](https://support.futrli.com/en/articles/4216001-vat-gst-sales-tax-in-futrli.md): How Futrli calculates and forecasts VAT/GST/Sales tax. - [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. - [Show or hide unused accounts](https://support.futrli.com/en/articles/6367129-show-or-hide-unused-accounts.md): Show or hide accounts with zero values in a Futrli forecast. - [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): 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 for a forecast](https://support.futrli.com/en/articles/8948077-update-default-accounts-for-a-forecast.md): Change the default accounts used by predictions in a Futrli 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 a forecast in Cash Flow view](https://support.futrli.com/en/articles/8948202-display-a-forecast-in-cash-flow-view.md): Display the cash flow impact of predictions in a 3-way forecast in Futrli. - [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. - [Understand prediction journal movements](https://support.futrli.com/en/articles/8953399-understand-prediction-journal-movements.md): How prediction journal movements affect accounts in a Futrli forecast. - [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 - [Review an automated prediction](https://support.futrli.com/en/articles/9148774-review-an-automated-prediction.md): Understand the confidence levels for automated predictions in Futrli and what to do if a prediction doesn't look right. - [Add a percentage increase to a prediction](https://support.futrli.com/en/articles/9325307-add-a-percentage-increase-to-a-prediction.md): Add a percentage increase to a prediction in a Futrli forecast. - [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. - [Apply bulk changes to a forecast](https://support.futrli.com/en/articles/9330181-apply-bulk-changes-to-a-forecast.md): Use a Formula prediction in Futrli to apply bulk changes to accounts or account groups. - [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. - [Update VAT/GST/Sales tax settings for a forecast](https://support.futrli.com/en/articles/9337293-update-vat-gst-sales-tax-settings-for-a-forecast.md): Update the default VAT/GST/Sales tax settings for a Futrli forecast. - [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): Set the default VAT/GST/Sales tax rate for new predictions in a Futrli forecast. - [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. ## Reporting - [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. - [Reports in Futrli](https://support.futrli.com/en/articles/6618267-reports-in-futrli.md): Use Reports in Futrli to create customised reports using templates, widgets, forecasts, and business data. - [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. - [Use report templates](https://support.futrli.com/en/articles/8948344-use-report-templates.md): Use report templates in Futrli to create reports without starting from scratch. - [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): Learn how draft and published reports work in Futrli and how report visibility affects sharing and editing. - [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. - [Workspace templates](https://support.futrli.com/en/articles/8662761-workspace-templates.md): Create templates copied from existing reports that you can use to create future reports. - [Create a workspace template](https://support.futrli.com/en/articles/9527936-create-a-workspace-template.md): How to create and build a workspace template. - [Edit a workspace template](https://support.futrli.com/en/articles/9531553-edit-a-workspace-template.md): How to edit an existing workspace template. - [Rename a workspace template](https://support.futrli.com/en/articles/9116188-rename-a-workspace-template.md): How to edit the title of a workspace template. - [Publish a workspace template](https://support.futrli.com/en/articles/9533525-publish-a-workspace-template.md): How to publish a workspace to make it available to view. - [Mapping workspace template data](https://support.futrli.com/en/articles/9929844-mapping-workspace-template-data.md): How to map data in a workspace template when using a template created in another organisation. - [Delete a workspace template](https://support.futrli.com/en/articles/9533564-delete-a-workspace-template.md): How to permanently remove a workspace template. - [Who has access to workspace templates?](https://support.futrli.com/en/articles/9148802-who-has-access-to-workspace-templates.md) - [Create a report using a workspace template](https://support.futrli.com/en/articles/9930397-create-a-report-using-a-workspace-template.md): How to use a workspace template to create a report. - [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): Add text, headings, links, and annotations to reports in Futrli. - [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): Control how page numbers appear in Futrli reports, including page totals and numbering styles. - [Manage report pages](https://support.futrli.com/en/articles/8948426-manage-report-pages.md): Add, duplicate, delete, and reorder pages in a Futrli 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): Customise reports in Futrli using templates, widgets, text, images, and other report elements. - [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 and historical data in a report](https://support.futrli.com/en/articles/8948360-display-actual-and-historical-data-in-a-report.md): How actual data, prior year actuals, and forecast data appear in Futrli reports. - [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): Use prior year actuals in Futrli reports to compare current and historical performance. - [Customise colours on a report](https://support.futrli.com/en/articles/8948396-customise-colours-on-a-report.md): How to change colours on your report. - [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. - [Display specific accounts, groups, or categories in a report](https://support.futrli.com/en/articles/9070512-display-specific-accounts-groups-or-categories-in-a-report.md): Control which categories, groups, accounts, and predictions appear in Futrli report widgets. - [Display forecast predictions in a report](https://support.futrli.com/en/articles/9070522-display-forecast-predictions-in-a-report.md): Display forecast predictions in Futrli reports using a custom widget. - [Display a cash flow forecast in a report](https://support.futrli.com/en/articles/9149349-display-a-cash-flow-forecast-in-a-report.md): Display published cash flow forecasts in Futrli reports using a custom widget. - [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. - [What is the document manager?](https://support.futrli.com/en/articles/8948336-what-is-the-document-manager.md): An overview about what the document manager is in Futrli. - [Merge reports](https://support.futrli.com/en/articles/9539042-merge-reports.md): Combine the contents of multiple reports into a single report in Futrli. - [Lock a report to prevent changes](https://support.futrli.com/en/articles/8948311-lock-a-report-to-prevent-changes.md): How to make a read-only published report to prevent other users making changes to it. - [View historical data in a report](https://support.futrli.com/en/articles/9669496-view-historical-data-in-a-report.md): Display historical data in a Futrli report. ## 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 - [What are the Performance dashboards?](https://support.futrli.com/en/articles/9082755-what-are-the-performance-dashboards.md) - [How to edit a Performance dashboard](https://support.futrli.com/en/articles/9082766-how-to-edit-a-performance-dashboard.md): Edit in Reporting - [How to export Customers & Suppliers information](https://support.futrli.com/en/articles/9267724-how-to-export-customers-suppliers-information.md): Export customers and suppliers' data - [Customer and supplier dependency scores in Futrli](https://support.futrli.com/en/articles/9318085-customer-and-supplier-dependency-scores-in-futrli.md): What is the dependence score in the Customers & Suppliers tab. ## Drivers - [Drivers in Futrli](https://support.futrli.com/en/articles/8249873-drivers-in-futrli.md): The Drivers page in Futrli is where you can enter your non-financial data. - [Create a driver to add non-financial data](https://support.futrli.com/en/articles/8948466-create-a-driver-to-add-non-financial-data.md): How to add non-financial information to your Futrli organisation. - [Group non-financial drivers](https://support.futrli.com/en/articles/8948468-group-non-financial-drivers.md): How to organise your non-financial drivers by grouping them. - [Reorder drivers](https://support.futrli.com/en/articles/9240311-reorder-drivers.md): How to change the order your drivers appear in the Drivers page. - [Duplicate a driver](https://support.futrli.com/en/articles/9957679-duplicate-a-driver.md): How to duplicate an existing driver. - [Edit a driver](https://support.futrli.com/en/articles/9240713-edit-a-driver.md): How to update a driver. - [Delete a driver](https://support.futrli.com/en/articles/9241856-delete-a-driver.md): How to remove a driver in Futrli. - [Reference non-financial drivers in a report](https://support.futrli.com/en/articles/9155636-reference-non-financial-drivers-in-a-report.md): How to reference non-financial data in a report. - [Reference non-financial drivers in a forecast](https://support.futrli.com/en/articles/9155642-reference-non-financial-drivers-in-a-forecast.md): How to reference non-financial information in a forecast. - [Update non-financial Drivers with an Excel spreadsheet](https://support.futrli.com/en/articles/11326527-update-non-financial-drivers-with-an-excel-spreadsheet.md): How to update drivers from Excel in Futrli. - [How to create non-financial Drivers with an Excel template](https://support.futrli.com/en/articles/11641719-how-to-create-non-financial-drivers-with-an-excel-template.md): How to create drivers from an Excel upload in Futrli. - [How to populate the Excel template for non-financial drivers](https://support.futrli.com/en/articles/11641641-how-to-populate-the-excel-template-for-non-financial-drivers.md): How to fill in the Excel template to upload non-financial drivers in Futrli. ## 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. - [ERROR: 'Failed to save consolidation'](https://support.futrli.com/en/articles/16844214-error-failed-to-save-consolidation.md): Explains why this error appears and how to resolve it, including steps to reconnect a missing Futrli organisation.