FAQ

Can I start using Figured if I haven't set up a Xero file yet?

Written by Sarah Lewis
Updated over a week ago

What subscriptions or products does Figured have available?

Written by Alexandra Henley
Updated over a week ago

What is a multi-farm?

Written by Alexandra Henley
Updated over a week ago

What is Commercial Manager and how do I set it up?

Written by Sarah Lewis
Updated over a week ago

How do I delete or cancel my Figured farm?

Written by Alexandra Henley
Updated over a week ago

My farm can't complete its Xero sync or it keeps failing, how can I fix this?

Written by Alexandra Henley
Updated over a week ago

I’ve forgotten my Figured password, how do I reset it?

Written by Alexandra Henley
Updated over a week ago

My 2FA setup is not accepting the generated code, how do I fix it?

Written by Alexandra Henley
Updated over a week ago

How do I view or change my billing details?

Written by Alexandra Henley
Updated over a week ago

How do I add a billing reference for my clients?

Written by Alexandra Henley
Updated over a week ago

How do I transfer billing to a different accounting practice?

If your Figured file is changing accountants or the bill payer is changing

Written by Sarah Lewis
Updated over a week ago

Why is my allocation sitting under the correct heading in profit view but not in cash view?

How values distributed to the product tracker behave within Figured reports

Written by Danielle Veasey
Updated over a week ago

How do I copy this years actuals into next years plan?

Written by Alexandra Henley
Updated over a week ago

Do I enter my budget as positive or negative values?

Written by Alexandra Henley
Updated over a week ago

How do I change my balance date in Figured?

Written by Alexandra Henley
Updated over a week ago

How do I create a tax exempt transaction?

Written by Alexandra Henley
Updated over a week ago

How do I create a non-cash transaction?

Written by Alexandra Henley
Updated over a week ago

My depreciation account shows up in my cash reports, how do I remove this?

Written by Alexandra Henley
Updated over a week ago

How do I forecast in my planning tab and production trackers?

Written by Alexandra Henley
Updated over a week ago

My budget has doubled up in the forecasts in my planning tab, how do I fix it?

Written by Alexandra Henley
Updated over a week ago

Why didn't my production trackers copy from my budget to my forecasts?

Written by Alexandra Henley
Updated over a week ago

How do I print out a report?

Written by Alexandra Henley
Updated over a week ago

Why are my direct costs not correctly categorising in my plan & reports?

Written by Alexandra Henley
Updated over a week ago

My opening balance doesn’t match what I’ve set on the planning tab, why?

Written by Alexandra Henley
Updated over a week ago

I have planned transactions that go into the next financial year, how do I bring those in?

Written by Alexandra Henley
Updated over a week ago

Can I export my reports to Excel or into a spreadsheet?

Written by Alexandra Henley
Updated over a week ago

Why have my chart of accounts doubled up?

Written by Alexandra Henley
Updated over a week ago

Can I change my milk tracker settings between contract and share milker?

Changing from contract milker to share milker

Written by Sarah Lewis
Updated over a week ago

How do I include organic milk prices in the tracker?

Written by Sarah Lewis
Updated over a week ago

How do I add my May paid June payment into this season's cash flow budget?

Written by Alexandra Henley
Updated over a week ago

I've budgeted my deferred milk payments, why aren't they showing up in my forecasts?

Written by Alexandra Henley
Updated over a week ago

How do I record my winter milk payments or premiums in the milk tracker?

Written by Alexandra Henley
Updated over a week ago

How do I record retention payments?

Written by Alexandra Henley
Updated over a week ago

How do I add a supplier contact in Figured?

Adding a supplier to the list of contacts for use when creating a sale or purchase transaction

Written by Sarah Lewis
Updated over a week ago

Livestock: What is the difference between single sales & purchase accounts and Individual sales & purchase accounts?

Explaining the difference between the two options in the tracker settings page

Written by Sarah Lewis
Updated over a week ago

How do I delete a tracker?

Written by Alexandra Henley
Updated over a week ago

Why can't I map my purchase account to a production tracker?

Written by Alexandra Henley
Updated over a week ago

What is a production tracker?

Written by Alexandra Henley
Updated over a week ago

How do I add another stock class, or change a stock classes name?

Written by Alexandra Henley
Updated over a week ago

How do I record commission or additional fees to my livestock sales / purchases?

Process for adding in loyalty payments, levies, bonus payments etc.

Written by Alexandra Henley
Updated over a week ago

How do I show associated costs / income on my trading statements?

Written by Alexandra Henley
Updated over a week ago

My tracker won't add a transaction, it tells me that the account isn't mapped to Xero, what do I do?

Written by Alexandra Henley
Updated over a week ago

How can I change the length of my scenario?

Written by Alexandra Henley
Updated over a week ago

My milk income is showing one month out, how do I fix it?

Written by Alexandra Henley
Updated over a week ago

How do I remove a manual journal entry from my cash flow report?

Written by Andy Drinkwater
Updated over a week ago

How can I access benchmarking?

Written by Alexandra Henley
Updated over a week ago

Can I print or export my benchmarking reports?

Written by Alexandra Henley
Updated over a week ago

I don't see any farms to add to my benchmark, what do I do?

Written by Alexandra Henley
Updated over a week ago

How do I change my benchmarking settings, or delete my benchmark?

Written by Alexandra Henley
Updated over a week ago

How do I add peak milked cows and milking platform?

Written by Alexandra Henley
Updated over a week ago

How do I edit or change names of accounts in reports and planning?

Changing the names of codes in your Chart of Accounts list

Written by Sarah Lewis
Updated over a week ago

How do I get the navigation menu to shrink?

Navigation bar on the left is taking up too much space

Written by Sarah Lewis
Updated over a week ago