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Tips
Tips
Tips and tricks to find your way around Figured
18 articles in this collection
Written by
Scott Campbell
and
Alexandra Henley
Get certified with Figured
Become a certified Figured adviser
Written by
Alexandra Henley
Updated over a week ago
Figured & Xero
Sync Figured and Xero
If you are making changes in Xero and want to see these in Figured right away then you'll need to run a sync
Written by
Scott Campbell
Updated over a week ago
Reconnecting Figured and Xero
How to re-establish the connection between your farm and your Xero file
Written by
Scott Campbell
Updated over a week ago
Chart of accounts
How to setup your bank accounts in Figured
The first step in creating a new farm
Written by
Alexandra Henley
Updated over a week ago
Setting up the chart of accounts
How to set up your chart of accounts in Figured and Xero
Written by
Alexandra Henley
Updated over a week ago
Editing your accounts
Learn how to edit accounts from your chart of accounts in Figured
Written by
Alexandra Henley
Updated over a week ago
Account configuration
Configure your accounts for more structured planning and reporting
Written by
Alexandra Henley
Updated over a week ago
On the farm
Dashboard overview
Understanding your main farm dashboard
Written by
Scott Campbell
Updated over a week ago
New farm setup wizard
Use our setup wizard to get your new farm up and running
Written by
Alexandra Henley
Updated over a week ago
Setting your farm year and financial view (actuals, or actuals + forecast)
Navigating your Figured farm using a global date setting
Written by
Alexandra Henley
Updated over a week ago
Adding someone to the farm
Adding, deleting, and modifying a users permissions on a farm
Written by
Scott Campbell
Updated over a week ago
Adding an organisation to a farm
How to grant and manage organisations within a farm
Written by
Scott Campbell
Updated over a week ago
Setting your opening quantities and values
Written by
Alexandra Henley
Updated over a week ago
Health checks in Figured
Orphaned transactions
Understanding orphaned transactions and how to fix them
Written by
Alexandra Henley
Updated over a week ago
Double mapped accounts
Why this message occurs and how to resolve the double mapped accounts warning
Written by
Scott Campbell
Updated over a week ago
Connect with Figured
Getting support: The green bubble
If anything takes you longer then 2 minutes to figure out then stop and chat with our specialists through the little green bubble
Written by
Scott Campbell
Updated over a week ago
Figured and Agrigate integration
Integrate your Figured farm with your Agrigate account
Written by
Alexandra Henley
Updated over a week ago
Giving feedback to the Figured team
Share your feedback with the team, and everyone else on Figured too
Written by
Alexandra Henley
Updated over a week ago