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Category: Acterys Apps

How to implement account mappings and sub group consolidation in Dynamics, Xero, QuickBooks, MYOB, etc.

February 12, 2021

A typical need for finance professionals is mapping accounts or other system entities (companies, products, contacts, etc.) in a different way than they are structured in their source system. Acterys provides a very simple way to do this either in Excel using the Acterys Excel Add-on or in the Acterys Modeller. Excel is typically the easiest option as you have all Excel features like copy/paste, drag and drop, validate, etc. at your disposal.

How to Back Up Data For Xero, HubSpot, QuickBooks, MYOB, Salesforce, Dear Inventory

December 27, 2020

With cloud-based systems like Xero, QuickBooks, HubSpot, MYOB, Salesforce it is important to have a backup of all data. Not just as a safety precaution when the system is down but also for an easy migration to a new system. In the following step by step instructions, we demonstrate how you can achieve a backup in SQL Server with Acterys.

How To Connect Xero to Power BI Desktop

August 17, 2020

Acterys enables you to connect unlimited Xero companies within minutes to an optimal Power BI Desktop data model and an extensive set of Power BI dashboards and Power BI reports that cover all typical requirements:

Consolidation For Multiple Xero Companies in Power BI or Excel

June 10, 2020

The Xero accounting system is getting widely accepted in larger organisations with requirements to create consolidated financial statements for multiple Xero companies. In this article I would like to explain how you can completely automate the consolidation process and add  analytics options with Power BI or create dynamically updating reports in Excel.

Acterys 2019: A Year in Review

December 30, 2019

In 2019 we continued to execute on our vision end to end performance management for Power BI and Excel: handling 3-digit new customer numbers and a growth of 400% YOY meant dealing with a variety of real-life requirements that none of us could have originally predicted. In this context we would like to thank all of our customers who made it possible and embarked with us on this adventure of taking analytics and planning processes “to the next level”.

5 Tips for better financial reporting in Excel

July 13, 2019

In this article I will cover a few helpful tips & tricks to improve your financial reporting and planning with Excel. In more than 20 years in the BI industry I still have yet to see a more versatile solution. All of us are still likely only using a fraction of what this tool can do and often -particular with all the game changing features added in the last few years- not up to its current capabilities.

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