Futrli Ideas Portal

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

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.

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

Attached is an example of the type of industry data that’s useful to benchmark against my client’s data / key ratios. I use these with my clients, and at the moment will need to buy the data externally and add them to reports manually in Futrli. I...

When report drafts are made, are they only visible to the person creating them. A number customers say that they often collaborate on reports so need draft access jointly before publishing (where clients will see it prematurely)

Rather than have accounts pulled in from a data source, be able to create accounts within Futrli.

Ratios – is there a way to show these as just a number? The formula builders appear to only show amounts as either a percentage or currency.

Working Capital / Invoices & Bills There doesn’t appear to be a way to attach any kind of rule to the data. For example, for the client data I selected, the main customer tends to pay after 60 days or so. I wanted to be able to attach a rule t...

Each manual prediction needs to be started from scratch. Ability to copy paste / duplication requested.