Getting Started
Connect an organisation
The initial page after signing into Advali Analysis is the home page that lists the organisations currently connected. To add a new organisation click the "Add Organisation" button as highlighted below.
Xero access
This will take you to the Xero login page where you need to sign into your Xero account. Once signed in you will have the option to select an organisation, choose which organisation to add and click import. This will import all the data relating to that organisation and may take a minute, or two, to load. There is no need to wait if you have other organisations to add - you can add more organisations whilst the data is importing.
Select your industry
Once the data has been imported you will be directed back to the home page and the newly added organisation will appear in the list. You cannot proceed with the analysis until you have selected the country and industry the organisation operates in. Once these options have been selected you can then proceed to the analysis.
Reviewing account mapping
After connecting your organisation to Advali Analysis, it is recommended that you review the account mapping. Whilst the software automatically maps all accounts using the account codes as per Xero, you may find that an account is not properly mapped in Xero and, therefore, will need to be corrected to ensure the appropriate mapping in Advali Analysis. Mapping issues will be flagged for review and should be corrected before proceeding with the analysis.
Refresh data after account mapping review
The accounts must be corrected in Xero and the data re-imported. You can manually re-import the data using the "Reload" button on the home page.
Delete an organisation
Click on the remove icon to remove an organisation and delete its database in Advali Analysis. This will also disconnect the connection to Xero.
