One-click reconciling Xero actuals in trackers

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One-click reconciling Xero actuals in trackers
By Marija Stulich

Now you can import your existing livestock, horticulture and wool transactions from Xero with one click.

Livestock and horticulture tracking is one of Figured’s most important features. However, until now, one of the biggest challenges our users have had with our livestock trackers was reconciliation with Xero. “If I’ve done so much work in Xero, why can’t that be brought through into Figured?” was a common refrain.

That is why we are delighted to announce the release of the new one-click reconciling of Xero actuals in Trackers feature to ensure all your livestock, horticulture and wool tracking is up to date, accurate, and seamlessly reconciles with your accounting records in Xero. This enhancement will increase confidence in your records and give you back precious time to spend on your business. 

So now, if you have Xero transactions that haven't been added to your tracker, you'll see an import button in the detailed view of the tracker. Clicking 'Import From Xero' will automatically bring in those transactions - including the quantity and description added in Xero.

You can simply save the transactions you want to keep, and you're good to go!

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The helper is available on all rolling plan livestock, wool and horticulture trackers for all subscription types. If you have any farms on a lite subscription, you'll need to make sure you're in 'Real-time Tracking' mode in settings.

We gave Joan Coffey of Cooper Aitken a sneak peek to test out the improvements and she told us,

“The tracker import changes will be a big time saver for the business, as it just takes seconds to update now. Thanks so much for listening to our feedback.”

2021-09-09 09.31.56

 

FAQs (and their answers!)


How does it work?

When we detect an unreconciled balance in your tracker, we check what you have in Xero and what you have in Figured. If there are any transactions in Xero that don't match what you have in Figured, we allow you to import those. We do our matching on date, description and amount. So even if you've already imported a transaction, if its amount has changed, we will pull it through for you to replace the old one.


Will this delete anything in my farm(s) now?

No, you completely control the use of this tool. Clicking to import doesn't automatically save the transactions that are loaded, and importing also doesn't overwrite any existing transactions you have in your trackers. It's easy to delete the transactions you import, but if you feel you might get into a pickle, we recommend you download a copy of your transactions before starting.


Will it work for all my farms?

The helper is available on all rolling plan livestock, wool and horticulture trackers for all subscription types. If you have any farms on a lite subscription, you'll need to make sure you're in 'Real-time Tracking' mode in settings.


Will everyone who can access the farm be able to use it?

Yes, enabling the tool enables it for all users with editing permissions.


Check out our help article for more detail on what you need to do.