Sync XERO Budgets and Automatically Update With Reach Reporting Sync with your Xero Overall Budget
Sync XERO Budgets and Automatically Update With Reach Reporting
Reach now allows you to sync Xero budgets and automatically update any changes that are made within Xero.
Follow these steps:
- In any metric or statement: Select the Budget/Forecast column type. This can be found in the column header by selecting the gear icon or is available when you add columns.
- Choose the "Overall Budget" from Xero or choose a budget created within Reach Reporting. Xero currently only allows the Overall Budget to be pulled from the API.
- Add a Title or leave it empty to default to showing the date range.
Make sure that if you are pulling in Quarterly or Annual Budgets, the time-frame is matching to what is in Xero. For instance, if you build a Quarterly Budget in Xero but only show one month in Reach, the data will be flawed.
If you are syncing with a monthly budget from Xero and choose to show a Quarter or multiple-month time period, Reach will handle the calculations.
Add the accounts you want to show in rows. This is how you will see the data. This enables you to show some specific accounts or a complete statement.
Add custom equations and columns to show variance amounts and percentages. To create formulas in any custom cell, type (=) and then start typing the name of the formula you want to apply. (If you are familiar with spreadsheets, you will love the ease of use.)
In addition to the budget data, you can also add other accounts to predict bank balances, cash flow, or whatever is best for your clients. Display it on a client dashboard or deliver a high-quality PDF.
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