Getting started
Connect your first company to Xero and start
creating reports
How to Connect to Your Xero Company:
When you first log into Flagship, you will be asked to connect to your first Xero company. Once connected, you will land in the report hub.
From this page you can add additional companies:
Click ‘Add Company’ Icon on the top right of the report hub
Select the Xero icon and choose your Xero company to connect
Press allow access and you are now ready to create your first report
Customising Rows
How to
customise rows
How to Create Your First Report part 1
Creating a report is really simple. You can either start a report from scratch or use one of our templates.
There are 3 simple steps: On the top of the page you will see a drop down of company’s and periods.
Select your company
Select accounting period
Choose the report type (we call these ‘components’ which are on the left hand side of the page. Click on the report you wish and it will appear on the dashboard)
Click your mouse inside the component to edit the report to customise columns and rows.
Note financial reports initially show a summarised version. To show a detailed version click on the ‘appearance’ menu and untick summarised view.
Customising Rows:
If you wish to remove rows with null data press the ‘Hide row with nil values’ button
You are able to drag and drop any of your accounts to reorder them within the report
To summarise the report further, you can create a group by choosing individual accounts (for example, selecting Heating, Rent and Internet) and giving your group a name (such as Office Expenses)
Customising Columns
How to
customise columns
Creating a report is really simple. You can either start a report from scratch or use one of our templates.
There are 3 simple steps: On the top of the page you will see a drop down of company’s and periods.
Select your company
Select accounting period
Choose the report type (we call these ‘components’ which are on the left hand side of the page. Click on the report you wish and it will appear on the dashboard)
Click your mouse inside the component to edit the report to customise columns and rows.
Note financial reports initially show a summarised version. To show a detailed version click on the ‘appearance’ menu and untick summarised view.
Customising Columns:
The default data will show the current month and prior month. You can then customise the report to add unlimited columns.
Column data include actual and budget data for the various financial periods as well as totals and variances. Columns can be deleted or re-positioned.
Variances can be formatted as a figure, a % and colour coded arrows.
All components can be re-positioned by the drag icon on the top left of a component and can also edited or deleted at any time.
If you are having any issues, please chat to us via our chat bubble or you can also book in a one to one demo by clicking the link on the chat bubble.
Widgets and KPIs
Create and customise
Widgets and KPI's
Report Hub
Change report status, duplicate reports, create templates, distribute reports
Navigating the Report Hub
When your first log into Flagship you will be taken in the report hub.
The report hub is where all your reports are saved and organised.
At any point you can click on the logo on the top left hand side and you will be directed to the report hub.
Reports can be deleted, edited and duplicated.
In order to organise your reports you can change their status. You can see the status of your report on the left hand side of the page. Initially a report is saved as ‘In Progress’. You can change the status of your report to either ‘Published’ or ‘Distributed’ as you wish. In addition, you are also able to create your own statuses.
Reports can be emailed directly to an internal or external party. The recipient will be able to review the report but will not be able to edit the report.
Once the report is distributed it will appear under the ‘Distributed’ section.
You can also access a list of your companies through the ‘Added Companies’ icon. Your will be able to:
Update a companies data (Xero only automatically updates it every 12 hours)
Upload a logo
Connect or Disconnect your company
Upload Budget and Forecast Data
Cover Page
Create your company
cover page
Subscription & billing
Upgrade your plan, view invoices,
cancel your subscription
Payment methods
Either a valid debit or credit card can be used
Billing period
Billing periods run from the date of your initial sign up and thereon recurring on the same date for future months. Invoices will automatically be e-mailed to you when your card has been debited.
Cancelling subscriptions
You can cancel your subscription at any time. Once cancelled you will be able to use the system until your next month’s renewal date. No refunds are issued
For any billing enquiries, contact [email protected] or call us on 0203 985 0919
Consolidations
How to a create a
consolidated group
Contact support
Contact telephone numbers,
live chat, e-mail support
You can chat with our customer service team via our online chat. Our chat is operated between 8:30am and 6:00pm. We will respond within 4 hours to any of your queries.
We will respond to any questions submitted out of normal working hours the following morning.
You can email us at [email protected] or call us on 0203 985 0919
During opening hours
Use our live chat in the corner of your screen