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Setup your Monitr environment

You've succesfully created your account and you're ready to setup your Monitr environment.

Connect your accounting software#

The first step will be to connect your accounting software to Monitr. You will be presented with a list of available accounting software that we currently integrate with.

Click the button to start the configuration.

Onboarding step 1: Connect your accouting software

Setup your entities#

You will be asked to do the steps below for every entity that you've selected to import in the previous step.

Configure your reporting#

Once you've succesfully linked your accounting software, it's time to setup your reporting.

Onboarding step 2: Configure your reporting

You can either select a predefined reporting template from the list or skip this step by clicking if you wish to create your own report.

You can preview a template by clicking the button. If you're happy with the report, click the button to continue with that reporting template.

Configure your entity#

The last step is to configure your entity. You simply need to fill in the following information:

  • Year to date start
    This is the start date of your reporting period. It's usually the first day of your current fiscal year.
  • Last actuals
    Last actuals is the last day on which your accounting was closed. We use this date to determine the transition from actuals to forecast. In addition, we use this date to determine from when the import jobs of your data starts.
  • Year to go end
    This is the last date of your reporting period. It's usually the last day of your current fiscal year.
  • Analytical axis (if applicable)
    The allocation of the transactions from your accounting to the reporting in Monitr can be done on the basis of your general ledger accounts or a combination of your general ledger accounts and a selected analytical axis (such as cost center, cost unit and project). If you want to take analytical axes into account for your reports in Monitr, you must set this here.
Onboarding step 2: Configure your entities

Wait for the import#

When you've configured all your entities, you're almost ready to start using Monitr.

You'll be brought to the waiting screen while Monitr is importing your data for the first time. You can see the progress of the import for each entity that you've selected to import.

While you're waiting, you can view our instructional video where we explain how to setup your mapping, which you will do in the next step.

Onboarding step 3: Wait for your import

This concludes the getting started guide. Next, we'll teach you how to setup your mapping in your Monitr environment.