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.
ARE YOU NOT CURRENTLY USING REACH REPORTING?
We are dedicated to helping you.
- Need Additional Help?
Your success is important to us.
Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.
We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.
We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting.
We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated.
Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.
Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.
Or schedule to join our onboarding webinars
Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing email@example.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust.
Need more access to Reach Reporting Resources?
Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.
Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.
Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.
Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.
Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page.
Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.
We look forward to helping you build insightful reports,
The Reach Reporting Team.