Following the tremendous success of these solutions with now more than 1000+ companies under management we have made significant improvements to all Apps (Xero, QuickBooks, HubSpot, MYOB, Dear Inventory) in particular the Power BI related Xero Reporting and Budgeting aspects. These include nearly all of the most asked for features on our Customer Success Platform and then some more.
Here are the details:
This wizard enables users to choose an unlimited number of currencies that are then loaded in a currency data model that is automatically updated with the latest foreign exchange rates. In all relevant ledgers (e.g. GL, invoices, etc.) new views enable users to retrieve their data in local currency and the group currency.
The completely overhauled Power BI Xero report now includes budgets and the new variance visual with “small multiples” analysis support:
Acterys now automatically loads Xero budget numbers that can be updated with all Acterys planning options.
Repeating invoice details that enable precise forecasting for future revenues are now available in the Xero App.
A new table and related reports are now available in the Acterys Xero App that include “unrealised currency gains” and other items that are not available via the conventional Journals API endpoint.
This template includes fully customizable, indirect cash flow report structures where users can amend/update future projections with all Acterys features.
Due to very limited use we are no longer automatically creating/updating the xero cube. The detailed Xero invoices table that’s for most analytical requirements the better choice is of course still available.
Existing customers that use an older version of the Acterys Apps please contact support to discuss the best upgrade options.