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Getting Started

There are a few pieces of information that we really need from you before you can start having fun with your new system.

Step 1: Sign up for your Funancial SMART Account

In order to use Funancial SMART, you will need to sign up for your Funancial SMART account.

If you are worried about privacy – don’t.   All we need is your email address so that we can send you a registration confirmation.  Unless you decide otherwise (see Step 3), your email address will only be used to sign in to the system and to provide you with updates  on Funancial SMART tasks and features.

Detailed information on our privacy policy can be viewed here.

The system will log you in automatically and present you with the “Connect your first company” screen.

Step 2: Connect your first XERO organisation

When you log in for the first time, Funancial SMART will present you with the “Connect your first company” screen.

  • Click on the Next button.  This will take you to the “Xero Connect” screen.  This screen provides you with a guide to the connection process.

  • Click on the Continue button.  This will redirect you to either the old or the new Xero login page depicted below.
If you are already logged in to Xero in another browser tab, you will not see the next screen.  You will be taken directly to the Xero “Select Company” screen.

  • Enter your Xero login details and click on the Login button.  This will take you to the Xero “Select Company” screen.

  1. Click on the drop down box and select the company that you want to connect to Funancial SMART.
  2. Click on the Allow Access button
  3. Funancial SMART will begin importing your Xero Data.

Funancial SMART will first establish a new secure connection with Xero and you will see a message saying “Checking to see if a sync is already in progress”.  The secure negotiation process can take up to 15 seconds so please do not click on the back button during this process.
The first import can take between 5 and 30 minutes to complete (depending on the size of your company) so please be patient and allow Funancial SMART to do its magic.  To save a bit of time, we have placed the privacy settings screen in Step 3 on top of the synchronisation process screen so please take a few seconds to complete step 3.  If you then find yourself getting bored while waiting for the magic to be unveiled, now would be a good time to grab that cup of coffee / tea / freshly squeezed juice that you’ve been dying for.
Funancial SMART takes an initial stab at mapping your Chart of Accounts to Funancial SMART Purposes (Purposes are the key ingredients that Funancial SMART uses to untangle financial mumbo jumbo and present you with useful information) and creates a default Revenue Line called “Product #1”.  Details on how to tailor Purposes and Revenue lines for your specific needs are covered in the Purposes and Revenue Lines knowledge base article.  The link to this article has not been added on purpose because you need to please, please, please configure some fundamental company settings before you start having fun.

Once the import has completed, you will see a summary of how Funancial Smart has mapped your accounting data to its initial configuration.

If you are really interested in the details of how the magic works, please feel free to scroll around and take a look at the default chart of accounts to Funancial SMART Purpose mappings.
Details on how Funancial SMART uses these mappings can be found in the Enhance section of this guide but for now, company settings are far more important.

Click on the Got It button if you have completed Step 3, and head on over to the Dashboard Orientation article.

Step 3: Review Your Privacy settings

The European Union General Data Protection Regulation (GDPR) states that you have to provide consent before we can allow you to use the system  (sorry – we don’t make the rules but we do have to follow them).

Funancial SMART is a cloud-based web application and as such, needs to create and read personalised cookies.

Definition of: cookie:  A small text file created by a website or web application that is permanently stored in your computer / tablet / mobile device  (you do have the option to delete cookies but this will generally cause the website / web application to work in unexpected ways). Cookies provide a way for the website to recognise you and keep track of your preferences. 

If you do set the “Required” three options to on, you will be logged out of the system.  Funancial SMART simply doesn’t work without cookies.
  1. Toggle the Cookies, Information Storage and Access and Personalisation switches to on
  2. Before you click on the Save changes button, it would be nice if you would help us to enhance Funancial SMART and …
    1. Click on the Optional tab
    2. Toggle the Content Selection and Measurement switches to on (if you are feeling really gracious, you can of course also toggle the Ad selection, Delivery and reporting switch to on)
    3. Click on the Save changes button (If you are feeling particularly generous, you can also toggle the “Ad selection, Delivery and reporting” switch to the on position before you click on the Save changes button)
  3. Click on the Save changes button.

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