Fygr

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Set-up your account 

One of the first steps after creating your Fygr account is to synchronise your banks. Find out how here.

How do I connect a bank to Fygr?

Your category tree forms the basis of your reporting. It is essential to take care of it before categorising your transactions.

How do I customise my category and sub-category tree structure?

Categorising your transactions is an essential step in setting up your settings so that you can monitor your cash flow effectively.

How does transaction categorisation work?

The Central forecast should be the most robust and reliable version of your forecast. It must be built before your scenarios.

How do you build your central forecast?

Once you have built your Central forecast, you can use scenarios to test the cash impact of specific events.

How do forecast scenarios work?

The 5 steps to set up your account.

Inter-account transfers can distort your cash flow analysis. Find out in this article how to correct this on Fygr.

How do I manage my inter-account transfers?

You may wish to archive certain transactions so that they are no longer taken into account in your dashboard.

How do I archive transactions on Fygr?

Fygr allows you to centralise your accounting receipts by attaching them to your transactions, to simplify your pre-accounting.

How do I attach receipts to my banking transactions on Fygr?

Fygr lets you centralise all your accounting receipts by attaching them to your bank transactions.

How can I get all my receipts from Fygr and send them to the accounts department?

Inter-account transfers can distort the analysis of your cash flow. In this article, discover how to fix this on Fygr.

Sometimes, the bank sends grouped transactions that should be allocated to multiple categories. This article shows you how to split them correctly.

How to split a transaction?

Transactions 

Fygr updates itself dynamically for the current month, and updates your forecast when relevant.

How does Fygr update my forecast based on the latest bank movements?

Fygr makes it easy to build your cash flow forecast. Find out how here.

How does forecasting work?

Once you've set up your Fygr account properly, you'll probably want to compare your Fygr forecast with your monthly actual.

How can I compare my Fygr forecast with my actual?

VAT disbursements can have a significant impact on your cash flow. Find out here how to avoid surprises.

How do I manage my VAT forecast on Fygr (quarterly or annual VAT)?

VAT disbursements can have a colossal impact on your cash flow. Find out how to avoid being caught out with Fygr.

How do I manage my VAT forecast on Fygr (monthly VAT)?

If you have used several methods to construct your forecast, here is how these methods interact with each other.

I've used several methods for projecting the forecast on the same line: how do they interact with each other?

By default, the Fygr dashboard displays data on a monthly basis, but it is possible to switch to a daily or weekly view.

I Would Like to Forecast My Cash Flow on a Daily or Weekly Basis — How Do I Do This?

Forecast 

Fygr lets you integrate your committed invoices (Customers and Suppliers), so you can project their impact on your future cash flow.

How do I enter an invoice (customer or supplier) manually in Fygr?

Fygr lets you import all your committed invoices from an XLS or CSV file in just a few clicks.

How do I import invoices from an Excel / CSV file into Fygr?

Fygr handles invoices with multiple due dates seamlessly, making it easy to track your committed cash flow.

I Have Invoices With Multiple Due Dates — How Do I Configure Them?

Fygr makes it easy to reconcile your invoices with your bank transactions.

How can I reconcile my invoices with my bank transactions?

Dealdlines 

Find out more about the benefits of the Fygr solution on this page.

Why use Fygr?

The Fygr dashboard is divided into two visuals: the table and the graph. Find out how to read the graph.

How can the two axes of the graph be interpreted?

Vous pouvez très facilement exporter les données de votre dashboard Fygr au format Excel.

How do I export my dashboard data in Excel format?

I Have Accounts in Multiple Currencies — How Should I Proceed?

This article explains how to customize your view by creating the reports that matter to you.

How to Create Custom Reports in Your Fygr Account ?

Frequently Asked Questions

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