Xero Integration to Forecast 5 Guide

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.


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