Getting started

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 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

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

Report Hub

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

Subscription & billing

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

Contact 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