Our AI Assistant ensures better reporting
The AI Data Assistant is your reliable partner with all kinds of data operations, such as converting data in your dataset, mapping your chart or accounts to a reporting standard, splitting data, or translating terms and definitions.
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Edgar de WitFinancial scenario planning - the Why and How
Scenario Planning is a powerful tool to minimize financial surprises and get a grip on the future. Scenarios help deal with uncertainties and respond to them when they occur. But how do you do it? Using a fictional healthcare facility as an example, I will show you how and why scenario planning makes sense.
Read more Edgar de WitAllocating Funds in Educational Budgeting
Lumpsum funding is commonly encountered in education. By lumpsum funding, we mean that an organisation receives an amount of money for a student without a breakdown in parts labelled how the organisation should spend the money. When allocating the received money to the teams with the students under their wing, an educational institution has several choices.
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Petra WeisenbornThe Importance of ISO 27001 Certification
Organizations must take measures to ensure that information security is in good order. We at XLReporting take information security, data protection, and privacy very seriously.
Read more Edgar de WitHow to Supplement Information to your HR system
Basic reports from online systems often must provide the correct representation for your analyses. This is usually solved by exporting the information to your favourite spreadsheet. We frequently see this happen with accounting software.
Read more Petra WeisenbornBest Reporting Options for Simplifying QuickBooks Desktop
Are you a QuickBooks Desktop user tired of spending hours manually formatting and compiling reports in Excel? Well, we have some excellent news for you! Some game-changing alternatives will simplify your reporting processes and save you valuable time.
Read more Edgar de WitUncovering the Hidden Costs of Forecasting in Excel
Every organization does budgeting and forecasting, and often Excel is the most obvious option. Every finance professional knows Excel, a spreadsheet can be quickly created, and you can freely adjust it as desired. But is Excel really free?
Read more Edgar de WitWork together for Successful Investment Planning
We are diving into a fascinating topic that arises when local teams and facility management come together: asset investment planning. We all know the importance of maintaining and upgrading our facilities, but what happens when different voices enter the conversation?
Read more Petra WeisenbornWhy Forecasting with Excel won't let your Organization Excel
Forecasting with Excel is riddled with problems. It does not produce reliable forecasts because data quickly gets outdated, and the knowledge about the spreadsheet is often held by only one person within the organization.
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Nicola van RijnQuestions to ask Forecasting Software Vendors
Forecasting your income, expenditure, and cash flow is essential for managing your business finances and planning for the future. In simple terms, informed decision-making results in better outcomes.
Read more Nicola van RijnHow to Deal with a Reorganization when Budgeting
Every day, our value-added partners solve reporting and budgeting challenges for their clients with XLReporting. One of the challenges is a reorganization during a budget period.
Read more Petra WeisenbornWhat is new in release 38
We finish 2023 with our latest release 38. This includes several improvements and features that customers asked for, along with many other features that further expands the use of XLReporting.
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Johan SmithYear review of 2023
The year 2023 is almost over. At XLReporting we're looking back on a wonderful year. It was a year with great projects, lots of new functionality, and successes for our partners and customers.
Read more Edgar de WitImportant Financial Statements for Non-Profit Organizations
Non-Profit organizations, just like any organization, must have an overview at all times of their financial position, both actuals and compared to budget. This is important for budgeting, planning, and decision-making.
Read more Edgar de WitHow to Do Cash Flow Forecasting in Xero
Cash flow forecasting is essential for managing your business finances and planning for the future. It involves predicting the inflow and outflow of cash over a specific time, typically a month or a quarter.
Read more Edgar de WitIntegrate Xero with Reporting and Forecasting: Step-by-Step
No matter your business or industry, it is essential to prioritize financial reporting and budgeting within your organization. The finance department handles these tasks daily with precision to ensure accurate data.
Read more Edgar de WitHow To Forecast Revenue With Ease
The planning of revenue is often the starting point of your budget cycle. Your revenue expectation forms the basis of the budget. This article explains what the Revenue Planner can do and its benefits.
Read more Edgar de WitWhy Good Financial Data Quality is Crucial for Your Business
In the fast-paced world of modern business, accurate and dependable financial data is. crucial. Whether your organization is big or small, poor data quality can have significant consequences.
Read more Edgar de WitBest Practices Budgeting Tool for Non-Profit
For any non-profit organization, budget management is a critical task that can be daunting, time-consuming, and expensive. Even the most experienced staff member can find it hard to stay up to date on budgeting best practices and processes.
Read more Nicola van RijnEffective Tools and Methods for Cash Flow Forecasting
The COVID-19 outbreak brought to light (often in a dispruptive way) the significance of effective procedures for managing liquidity risk. Cash management went from a secondary concern for business owners to a primary one due to significant upheavals in global supply chains.
Read more Johan SmithXLReporting named as Key Player in Budgeting Software Market
The need for advanced financial tools and the need to track and forecast income and cashflow is on a rise and so is XLReporting! We have been busy and that hasn't gone unnoticed in the market. We have been mentioned favourably in the press on several occasions over the past years.
Read more Nicola van RijnAnalyze Past Cash Flow: A Critical Step
As a financial controller or director, you understand the importance of cash flow management in ensuring the success of your business. One of the first steps in effective cash flow planning is the analysis of past cash flow.
Read more Edgar de WitMaximize the Power of Cash Flow Analysis
Due to its popularity, Excel is widely used by organizations for cash flow analysis. However, it has some drawbacks that can make the process difficult, such as collecting data from various sources and manually creating and automating budgets.
Read more Edgar de WitReduce Cash Management Risk
As the global financial landscape continues to evolve, companies face an increasingly complex and unpredictable environment when it comes to managing their cash flow.
Read more Edgar de WitA Guide to Consolidation with QuickBooks
Consolidating financial reporting for multiple companies can be a daunting task, especially when working with Quickbooks. However, with the right solution, you can streamline the process and gain confidence in your numbers and decisions.
Read more Edgar de WitYear review of 2022
We are delighted to present our Year 2022 Review, a celebration of the major accomplishments of the XLReporting team during this year.
Read more Edgar de WitWhat is new in release 37
We start this new year with our latest release 37. It contains many improvements and features that customers asked for, along with many other features that you will enjoy.
Read more Edgar de WitA step-by-step Guide to Financial Consolidation
Financial consolidation can be a complex process, and many don’t know where to start. That's why we wrote this article providing a step-by-step guide to help you understand the financial consolidation process and what it takes to successfully consolidate your finances.
Read more Nicola van RijnThe Importance of Cashflow Forecasting
Cashflow forecasting should be an essential practise in every company, as it enables you to predict and manage the inflow, outflow, and availability of cash at every point in time.
Read more Nicola van RijnWhat is new in release 36
We hope everyone had a good holiday and is coming back to work with renewed energy. We have used the summer period to work hard on our platform and to prepare it for the new reporting and budget year.
Read more Edgar de WitDefine extra dimensions
Do you have multiple dimensions in your business (e.g. departments, locations, cost centers, product groups, sales channels etc) but are you unable to record these transactions properly in your accounting system?
Read more Johan SmithImprove Reporting, Budgeting and Analysis in 5 steps
Organizations of all sizes, in every industry, rely on accurate and insightful reporting to make critical decisions. This blog post outlines 5 steps that can help you improve reporting, budgeting and financial analysis.
Read more Johan SmithFree up Time from Monthly Financial Reporting
Monthly financial reporting is something many people have to do for their job, but it can take a lot of time and effort to compile all the information and put it together.
Read more Nicola van RijnBuild the Right Budget Structure for your Business
In the past, business owners have been content with simple monthly reporting. But times have changed and financial budgeting and forecasting has become critical.
Read more Nicola van RijnCompare Power BI to XLReporting in 7 ways
We are comparing Power BI with XLReporting in seven ways. What are the pros and cons? What is Power BI good at and how does it compare to XLReporting?
Read more Edgar de WitReport on Xero Tracking Categories
We often receive this question: "How can we report on Xero tracking categories with multiple Xero administrations?"
Read more Edgar de WitWhat is new in release 35
Barely a month ago, we had a major release with many new features. And now we're releasing another major update. We're excited to let you know what's new.
Read more Edgar de WitCompare Tableau to XLReporting in 7 ways
We are comparing Tableau with XLReporting in seven ways. What are the pros and cons? What is Tableau good at and how does it compare to XLReporting?
Read more Edgar de WitMinimize Headaches at Reorganizations
Creating reports for departments is a lot of work if you depend on spreadsheets. It becomes even more problematic when your company decides to reorganize.
Read more Edgar de WitYear review of 2021
With 2021 behind us, it is a good time to look back on what we have achieved. We added lots of new features and improvements to XLReporting this year.
Read more Johan SmithStop relying on spreadsheets
90% of all businesses rely on spreadsheets for their financial reporting and budgeting. It is time-consuming to refresh the numbers every time, make changes, update formulas etc.
Read more Johan SmithImprove your Reporting in 5 steps
Lots of people are struggling to produce their reporting on time every month. Multiple deadlines, last-minute changes, data that arrives late etc. Little time is left to analyze the numbers.
Read more Edgar de WitFind the Right Metrics in your Business
When you build your reports, it is important you focus on the metrics that tell the story behind your numbers. What drives your business, and what is driving your numbers?
Read more Nicola van RijnOptimize your Chart of Accounts
Many companies end up with complicated reporting spreadsheets, just because their Chart of Accounts is messy. Too many accounts, too few, inconsistent classification etc.
Read more Edgar de WitBuild effective Budget Models
We often see budgets that try to predict the future in great detail without focussing on the fundamentals of the business, and without clear goals and actions as an outcome.
Read more Johan SmithFind the Dimensions in your Business
Many companies have multiple "dimensions" in their business but are unable to analyze their results. That is difficult if you can't report numbers for each of these dimensions.
Read more Edgar de WitFind a blog
Home |
By topic | By title | By author | By dateBudgeting
- Find the Dimensions in your Business
- Build effective Budget Models
- Build the Right Budget Structure for your Business
- Improve Reporting, Budgeting and Analysis in 5 steps
- Best Practices Budgeting Tool for Non-Profit
- Important Financial Statements for Non-Profit Organizations
- How to Deal with a Reorganization when Budgeting
- Uncovering the Hidden Costs of Forecasting in Excel
Cashflow
- The Importance of Cashflow Forecasting
- Reduce Cash Management Risk
- Maximize the Power of Cash Flow Analysis
- Analyze Past Cash Flow: A Critical Step
- Effective Tools and Methods for Cash Flow Forecasting
- How to Do Cash Flow Forecasting in Xero
Consolidation
Forecasting
- Improve Reporting, Budgeting and Analysis in 5 steps
- The Importance of Cashflow Forecasting
- Reduce Cash Management Risk
- Analyze Past Cash Flow: A Critical Step
- Effective Tools and Methods for Cash Flow Forecasting
- How To Forecast Revenue With Ease
- Integrate Xero with Reporting and Forecasting: Step-by-Step
- How to Do Cash Flow Forecasting in Xero
- Questions to ask Forecasting Software Vendors
- Why Forecasting with Excel won't let your Organization Excel
- Work together for Successful Investment Planning
- Uncovering the Hidden Costs of Forecasting in Excel
Non-Profit
Quickbooks
Releases
- What is new in release 35
- What is new in release 36
- What is new in release 37
- What is new in release 38
Reporting
- Find the Dimensions in your Business
- Find the Right Metrics in your Business
- Improve your Reporting in 5 steps
- Minimize Headaches at Reorganizations
- Report on Xero Tracking Categories
- Free up Time from Monthly Financial Reporting
- Improve Reporting, Budgeting and Analysis in 5 steps
- Define extra dimensions
- Maximize the Power of Cash Flow Analysis
- Analyze Past Cash Flow: A Critical Step
- Why Good Financial Data Quality is Crucial for Your Business
- Integrate Xero with Reporting and Forecasting: Step-by-Step
- Important Financial Statements for Non-Profit Organizations
- Best Reporting Options for Simplifying QuickBooks Desktop
- How to Supplement Information to your HR system
- The Importance of ISO 27001 Certification
- Allocating Funds in Educational Budgeting
- Financial scenario planning - the Why and How
- Our AI Assistant ensures better reporting
Review
- Year review of 2021
- Compare Tableau to XLReporting in 7 ways
- Compare Power BI to XLReporting in 7 ways
- Year review of 2022
- XLReporting named as Key Player in Budgeting Software Market
- Year review of 2023
- The Importance of ISO 27001 Certification
- Financial scenario planning - the Why and How
Setup
- Find the Dimensions in your Business
- Build effective Budget Models
- Optimize your Chart of Accounts
- Find the Right Metrics in your Business
- Improve your Reporting in 5 steps
- Stop relying on spreadsheets
- Minimize Headaches at Reorganizations
- Report on Xero Tracking Categories
- Build the Right Budget Structure for your Business
- Free up Time from Monthly Financial Reporting
- Improve Reporting, Budgeting and Analysis in 5 steps
- Define extra dimensions
- Why Good Financial Data Quality is Crucial for Your Business
Xero
A
- A Guide to Consolidation with QuickBooks
- A step-by-step Guide to Financial Consolidation
- Allocating Funds in Educational Budgeting
- Analyze Past Cash Flow: A Critical Step
B
- Best Practices Budgeting Tool for Non-Profit
- Best Reporting Options for Simplifying QuickBooks Desktop
- Build effective Budget Models
- Build the Right Budget Structure for your Business
C
D
E
F
- Financial scenario planning - the Why and How
- Find the Dimensions in your Business
- Find the Right Metrics in your Business
- Free up Time from Monthly Financial Reporting
H
- How To Forecast Revenue With Ease
- How to Deal with a Reorganization when Budgeting
- How to Do Cash Flow Forecasting in Xero
- How to Supplement Information to your HR system
I
- Important Financial Statements for Non-Profit Organizations
- Improve Reporting, Budgeting and Analysis in 5 steps
- Improve your Reporting in 5 steps
- Integrate Xero with Reporting and Forecasting: Step-by-Step
M
O
Q
R
S
T
U
W
- What is new in release 35
- What is new in release 36
- What is new in release 37
- What is new in release 38
- Why Forecasting with Excel won't let your Organization Excel
- Why Good Financial Data Quality is Crucial for Your Business
- Work together for Successful Investment Planning
X
Y
2024
- Our AI Assistant ensures better reporting
- Financial scenario planning - the Why and How
- Allocating Funds in Educational Budgeting
- The Importance of ISO 27001 Certification
- How to Supplement Information to your HR system
- Best Reporting Options for Simplifying QuickBooks Desktop
- Uncovering the Hidden Costs of Forecasting in Excel
- Work together for Successful Investment Planning
- Why Forecasting with Excel won't let your Organization Excel
- Questions to ask Forecasting Software Vendors
- How to Deal with a Reorganization when Budgeting
- What is new in release 38
2023
- Year review of 2023
- Important Financial Statements for Non-Profit Organizations
- How to Do Cash Flow Forecasting in Xero
- Integrate Xero with Reporting and Forecasting: Step-by-Step
- How To Forecast Revenue With Ease
- Why Good Financial Data Quality is Crucial for Your Business
- Best Practices Budgeting Tool for Non-Profit
- Effective Tools and Methods for Cash Flow Forecasting
- XLReporting named as Key Player in Budgeting Software Market
- Analyze Past Cash Flow: A Critical Step
- Maximize the Power of Cash Flow Analysis
- Reduce Cash Management Risk
- A Guide to Consolidation with QuickBooks
2022
- Year review of 2022
- What is new in release 37
- A step-by-step Guide to Financial Consolidation
- The Importance of Cashflow Forecasting
- What is new in release 36
- Define extra dimensions
- Improve Reporting, Budgeting and Analysis in 5 steps
- Free up Time from Monthly Financial Reporting
- Build the Right Budget Structure for your Business
- Compare Power BI to XLReporting in 7 ways
- Report on Xero Tracking Categories
- What is new in release 35
- Compare Tableau to XLReporting in 7 ways
- Minimize Headaches at Reorganizations
