Tips

Tips and tricks to find your way around Figured

19 articles in this collection
Written by Scott Campbell, Neissa, and Jessie

Get certified with Figured

Become a certified Figured adviser

Written by Jessie
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

Granting Figured access to your Xero clients

For farm setups, the Figured team may need access to your Xero clients

Written by Jessie
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 Neissa
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 Neissa
Updated over a week ago

Account configuration

Configure your accounts for more structured budgeting and reporting

Written by Jessie
Updated over a week ago

Editing your accounts

Learn how to edit accounts from your chart of accounts in Figured

Written by Neissa
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 Jessie
Updated over a week ago

Setting your farm year and financial view (budget, actuals, or forecast)

Navigating your Figured farm using a global date setting

Written by Jessie
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

In Figured there are a few places you'll need to configure your opening balances

Written by Jessie
Updated over a week ago

Health checks in Figured

Orphaned transactions

Understanding orphaned transactions and how to fix them

Written by Neissa
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 Jessie
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 Jessie
Updated over a week ago