Xero Integration to Forecast 5 Guide
From Xero to Budgeting Hero!
The integration* process will effectively create a budget from your Xero companies historical data, enabling you to prepare next year’s budgets, import Opening Balances and Actuals with a click of a button and extract reports ready for the bank or board meeting.
Download the attached guide for steps to set up your budget.
*Integration is an add-on which is purchased separately to the core Forecast 5 product. Contact us for more information.
Xero Integration Error: Method Not Found
Issue: Connection to Xero is OK, but when clicking the import data button an error is reported: Solution: Uninstall and reinstall Forecast 5.
Xero Integration - Actuals not importing
Issue: When trying to import your Actuals into Forecast 5 using the Xero integration, some or all figures are not pulling through. Cause: This could be due to lack of connection or locked accounts. Solution: 1. Check that you have re-established the ...
Xero Integration Error: Returned Empty Data
Issue: I receive an error message when trying to connect to Xero using the new Auth. Cause: This could be caused by the port being used by another application, therefore preventing the connection from establishing and Forecast 5 from getting the ...
Sage 50 Integration Guide
Speed up your budgeting process! The integration* process will effectively and efficiently create a budget from your Sage 50 companies historical data, enabling you to prepare next year’s budgets, import Opening Balances and Actuals with a click of a ...
Daily Cashflow Guide
What Is Daily Cashflow? The daily cashflow (DCF) is a rolling day-by-day bank position projection based on your budget for 90 days. The DCF worksheet is first calculated by Forecast 5 using the data entered on the records in the budget and then the ...