New Acterys Reporting Features for Xero, QuickBooks, HubSpot, Dear, MYOB

Acterys offers data model automation, consolidation, planning and write-back for Power BI. It allows users to build effective FP&A (Financial Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices in the quickest way possible.

Here is a list of new features offered by Acterys Apps for Xero, QuickBooks, Hubspot, Dear Inventory, and MYOB integration with Power BI.

New Reporting Features in Acterys Apps

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:

Features relevant to all Apps

New Currency Wizard

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.

Features for Xero Reporting & Budgeting

Significantly Improved Xero Power BI Reporting Template

The completely overhauled Power BI Xero report now includes budgets and the new variance visual with “small multiples” analysis support:

Management Dashboard with Actual Budget Comparisons

Acterys now automatically loads Xero budget numbers that can be updated with all options.

New “Repeating Invoices” table supporting better forecasting

Repeating invoice details that enable precise forecasting for future revenues are now available in the Xero App.

New “Trial Balance Report”

A new table named ‘Trial Balance Report” and related reports are now available in the Acterys Xero App that includes “unrealized currency gains” and other items that are not available via the conventional Journals API endpoint.

New Xero & MYOB Cashflow Forecasting Templates

This template includes fully customizable, indirect cash flow report structures where users can amend/update future projections with all Acterys features.

New Tables for Xero Reporting

• Xero Summary Budget Table and reports
• “Repeating Invoices”
• Repeating Invoice details
• “Trial Balance Report”
• New “Users” table
  This table includes all details of every user across all Xero companies that are connected with Acterys
• New “Quotes” table for Xero
  This table includes all details of quote in all companies that you have connected to Acterys.
• New “Assets” table for Xero

Xero Invoice Cube Deprecated

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.

Upgrading To The New Template

Existing customers that use an older version of the Acterys Apps please contact support to discuss the best upgrade options.

Key Takeaways

1. Acterys provides a suite of tools for data model automation, consolidation, planning, and write-back, designed to enhance financial planning and analytics (FP&A) processes. 
2. Users can leverage these tools across various platforms, including Power BI, Excel, web browsers, and mobile devices. 
3. Acterys has introduced a range of new features in its integration apps for popular platforms like Xero, QuickBooks, HubSpot, Dear Inventory, and MYOB geared toward improving reporting and budgeting capabilities. 
4. Acterys has introduced a Currency Wizard that allows users to select multiple currencies for their financial data and ensures users can access data in both local and group currencies. 
5. Acterys has significantly improved its Power BI Xero reporting template, which now includes budgeting and variance analysis with “small multiples” support. 
6. Acterys has introduced various new tables and templates, such as “Repeating Invoices,” “Trial Balance Report,” “Cashflow Forecasting,” and more. These additions provide users with better forecasting, reporting, and analysis capabilities within the Acterys Xero integration.

FAQs

1. What are the new features introduced in Acterys Apps for integration with Xero, QuickBooks, HubSpot, Dear Inventory, and MYOB?

Acterys has introduced several new features across its integration apps, enhancing reporting and budgeting capabilities. These features cater to the needs of users across different platforms, making financial data management more efficient.

2. What are the key features introduced in Acterys Apps for Xero reporting and budgeting?

Acterys has significantly improved its Xero Power BI reporting template, now including budgets and variance visualizations with “small multiples” analysis support. Users can also take advantage of features like consolidated group performance, reporting on repeating invoices for better forecasting, and access to new tables such as the “Trial Balance Report.”

3. How does Acterys simplify cash flow planning for Xero and MYOB users?

Acterys has introduced new cash flow forecasting templates for Xero and MYOB. These templates offer fully customizable indirect cash flow report structures, allowing users to adjust and update future projections with all Acterys features. This simplifies the process of cash flow planning and analysis.