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  1. Management report pack - locking in start dates

    7 votes

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    submitted  ·  3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Vincent Donnat commented  · 

    Hi Jo, late to this one but your description is exactly the report we built K-phi around, so sharing in case it helps someone landing here.

    K-phi plugs into Xero and shows the P&L as actuals for the closed months, forecast for the rest, with the year total at the end. The first column stays locked to the start of your financial year, the last one to the end of your budget, and the current month flips from budget to actuals on its own once it’s closed. No layout to reset every month.

    Budgets per tracking category (Neil’s point) work the same way, one budget per dimension, picked up automatically in the report.

    There’s a 30-day free trial if you want to check it against your own numbers: https://us.k-phi.com/app

    Happy to answer questions here.

  2. Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss

    53 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Vincent Donnat commented  · 

    Hi, stumbled upon that conversation and thought i would share an app integrated with Xero that does the forecasting part (FP&A to cash) => https://us.k-phi.com/app

    K-phi forecast represent actuals (GL), short-term forecast (from GL to cash rules) and long-term forecast (from Budget to cash rules).

    And there is a free try for 30 days.