FAQ

A curated list of the most commonly asked questions about Figured

Andy Drinkwater avatar Sarah Lewis avatar Alexandra Henley avatar +1
51 articles in this collection
Written by Andy Drinkwater, Sarah Lewis, Alexandra Henley and 1 other
Planning & Reporting

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
Danielle Veasey avatar
Written by Danielle Veasey
Updated over a week ago

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

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

Do I enter my budget as positive or negative values?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

How do I change my balance date in Figured?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

How do I create a tax exempt transaction?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

How do I create a non-cash transaction?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
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?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

How do I print out a report?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
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?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

Why have my chart of accounts doubled up?

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago