Futrli Ideas Portal

Can you add the ability to present a cash flow statement for prior periods? Currently only forward looking cash flow data can be used in reporting.

It would be good (for me) to be able to isolate at least P&Ls for departments. Others may also want BS/CF by departments

Using futrli as a default reporting software for all should have these basic reporting elements and the software is capable of showing it.

Can you restrict the Guest role to read only access? Clients can then be invited in without the ability to make edits.

When an annual budget is submitted to a board, committee or even the business owner it is necessary to include an assumptions report on how you calculated the forecasted figures.

Can you add dual y axis capability and be able to show lines and bars on the same chart?

It would be useful to have a YTD option to drag into the X Axis field in reporting. This will be good for year on year comparisons.

I There should be a year to date option when you add the variance columns comparing actual vs budget. Or at the very least an option to have a separate table showing the year to date variances.

This is already available in Advisor. It helps clients track their actuals progress against their budget goals.

In Adviser you can select transactions linked to a Xero tracking code as a basis for a prediction, and also filter reports by the tracking code. I can't find this functionality in Predict