Editing Data

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After you have imported the data, click on the “Customise Data” screen. Here you will see a grid with all the data imported from Xero.

Click on the cell you want to edit and then enter the updated figure.

Once you move or exit cells, the data is automatically saved, there is no need to manually save.


Report Date


The report date is used to set the current month for the report. Actuals will be shown on the Customise Data grid until this date and Budget values for months after this date.

Report date customise data grid


See Report Date for more information.

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