Dryrun Cashflow-pedia

May 2021 Dryrun Updates

We've changed the look and feel of some Dryrun functions to enhance clarity for our users!

Written by Barb Easter
Updated over a week ago

2-Factor Authentication (2FA)

Written by Barb Easter
Updated over a week ago

Client-Partner Separation

What happens to Dryrun data when either party terminates the advisory engagement?

Written by Barb Easter
Updated over a week ago

How does a Dryrun Business Account work?

If you're a COO or a CEO, here's some information regarding business accounts for your team

Written by Barb Easter
Updated over a week ago

Which Dryrun plan is best for my business?

Which Dryrun plan is best for my business? ceo coo finance person ap/ar clerk

Written by Barb Easter
Updated over a week ago

How does a Dryrun Partner account work?

Accountants interested in licensing for their clients can find useful info here

Written by Barb Easter
Updated over a week ago

Who needs a Dryrun Partner account?

CPAs, CFOs and advisors should contact Dryrun today to see if they qualify for our Dryrun Partner program

Written by Barb Easter
Updated over a week ago

Actual vs. Forecast Variance Analysis Report

Actual vs. Forecast Variance Analysis Report

Written by Barb Easter
Updated over a week ago

Cash Flow Forecasting 101

Learn your way around a Dryrun Forecast...quickly!

Written by Barb Easter
Updated over a week ago

Dryrun and Journal Entries

Journal Entry import is live for certain types of Sage Intacct transactions

Written by Barb Easter
Updated over a week ago

Does Dryrun Use COA?

The Chart of Accounts is the accountant's best friend, but there are other tools for effective cash management and modeling

Written by Barb Easter
Updated over a week ago

Changing Quarterly Start Date

Learn how to choose a different start date for your quarter or week

Written by Barb Easter
Updated over a week ago

Changing Import Settings in an Existing Scenario

We've moved Scenario Re-Import/Settings! 

Written by Barb Easter
Updated over a week ago

Grayed Out Items in Weekly and Monthly Views

Greyed Out Items in Weekly and Monthly Views

Written by Barb Easter
Updated over a week ago

Credit card bills/payments vs credit card transactions

Can Dryrun distinguish between bills being paid, credit cards expenses vs credit card payments?

Written by Barb Easter
Updated over a week ago

Does Dryrun Pull Bank Feed Info?

Where do Dryrun 'expenses' populate from?

Written by Barb Easter
Updated over a week ago

Connecting QuickBooks Online and Importing Data into Dryrun

Connecting QuickBooks Online Importing Data Dryrun

Written by Barb Easter
Updated over a week ago

What is a Forecast?

What is a Forecast?

Written by Barb Easter
Updated over a week ago

Changing Import Settings in QuickBooks Online

Changing Import Settings in QuickBooks Online

Written by Barb Easter
Updated over a week ago

Deleting Items in QuickBooks Online

Deleting Items in QuickBooks Online

Written by Barb Easter
Updated over a week ago

GDPR, CAN-SPAM, Annual Security Audits and Dryrun

GDPR, CAN-SPAM, Annual Security Audits and Dryrun

Written by Barb Easter
Updated over a week ago

Import Bank Deposits and Transfers from QBO

Import Bank Deposits and Transfers from QBO

Written by Barb Easter
Updated over a week ago

Auto Collapse On/Off

Turn auto expanding and collapsing sections feature on or off

Written by Barb Easter
Updated over a week ago

Scenario Settings: Refresh, Re-Import, Re-Connect, Disconnect

Scenario Settings: Refresh, Re-Import, Re-Connect, Disconnect

Written by Barb Easter
Updated over a week ago

Auto-Forecast Imported Items

Auto-Forecast Imported Items QBO, Xero, Sage Intacct, Pipedrive

Written by Barb Easter
Updated over a week ago

Importing Data into a Dryrun Forecast

Importing Data Dryrun Forecast

Written by Barb Easter
Updated over a week ago

Dryrun Credit Card Updates

Update your credit card info

Written by Barb Easter
Updated over a week ago

Sage Intacct and Dryrun: Authorize Web Services

Connecting Sage Intacct and Authorizing Web Services for Dryrun

Written by Barb Easter
Updated over a week ago

Paid Items Sync Lag

Delay, lag in syncing data from QBO, Xero, Intacct, Pipedrive

Written by Barb Easter
Updated over a week ago

Refreshing Your QuickBooks Online Data

Refreshing Your QuickBooks Online Data

Written by Barb Easter
Updated over a week ago

Managing Partial Payments from QuickBooks Online in Dryrun - Data Mapping

Managing Partial Payments from QuickBooks Online in Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Multi Currency Support from QuickBooks Online into Dryrun - Data Mapping

Multi Currency Support from QuickBooks Online into Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Pipedrive to Dryrun Import – Data Mapping

Pipedrive to Dryrun Import – Data Mapping

Written by Barb Easter
Updated over a week ago

Item Names in Dryrun when Pipedrive Data is Imported

Item Names Dryrun Pipedrive Data Imported

Written by Barb Easter
Updated over a week ago

Category Names in Dryrun when Pipedrive Data is Imported

Yes

Written by Barb Easter
Updated over a week ago

Item Date in Dryrun when Pipedrive Data is Imported

Item Date in Dryrun when Pipedrive Data is Imported

Written by Barb Easter
Updated over a week ago

Displaying Deal Probability in Dryrun when Pipedrive Data is Imported

Displaying Deal Probability Dryrun Pipedrive Data Imported

Written by Barb Easter
Updated over a week ago

Viewing 'Won Deals' From Pipedrive in Dryrun

Viewing 'Won Deals' from Pipedrive in Dryrun

Written by Barb Easter
Updated over a week ago

Pipedrive View Settings in a Dryrun Scenario: Show/Hide Probability & Won Deals

Pipedrive View Settings in a Dryrun Scenario: Show/Hide Probability & Won Deals

Written by Barb Easter
Updated over a week ago

How Do I Delete My Data?

Deleting data from a forecast in Dryrun

Written by Barb Easter
Updated over a week ago

Quick Date for Items

Quick date feature to quickly move or change due dates on items

Written by Barb Easter
Updated over a week ago

Connecting Pipedrive to Dryrun

Connecting Pipedrive to Dryrun

Written by Barb Easter
Updated over a week ago

Pipedrive Stage Probability vs Deal Probability

Pipedrive Stage Probability vs Deal Probability

Written by Barb Easter
Updated over a week ago

Visualizing Sales Deals and Cash Due Dates in Dryrun

Sales Deals and Cash Due Dates in Dryrun in your Pipedrive Data

Written by Barb Easter
Updated over a week ago

How do I Change my Password?

How do I Change my Password?

Written by Barb Easter
Updated over a week ago

How to Contact Support

How to Contact Support

Written by Barb Easter
Updated over a week ago

Connecting Xero to Dryrun

Connecting Xero to Dryrun

Written by Barb Easter
Updated over a week ago

Refreshing Your Pipedrive Data

Refreshing Your Pipedrive Data

Written by Barb Easter
Updated over a week ago

Refreshing Your Xero Data

Refreshing Your Xero Data

Written by Barb Easter
Updated over a week ago

How does renewal work?

How does renewal work?

Written by Barb Easter
Updated over a week ago

Tab Through Fields

Tab Through Fields

Written by Barb Easter
Updated over a week ago

Overview of a Dryrun Forecast

Overview of a Dryrun Forecast

Written by Barb Easter
Updated over a week ago

Using the Dryrun Recurring Budget with Imported Data

Using Dryrun Recurring Budget Imported Data

Written by Barb Easter
Updated over a week ago

Can Budgets be Imported from QuickBooks Online or Xero?

Can Budgets be Imported from QuickBooks Online or Xero?

Written by Barb Easter
Updated over a week ago

Use Case: Cash Flow + Sales Forecast

Use Case: Cash Flow + Sales Forecast

Written by Barb Easter
Updated over a week ago

Setting up a Manual Recurring Budget

Setting up a Manual Recurring Budget

Written by Barb Easter
Updated over a week ago

Creating a New Scenario

Creating a New Scenario

Written by Barb Easter
Updated over a week ago

Entering Bills Manually

Entering Bills Manually

Written by Barb Easter
Updated over a week ago

Entering Receivables

Entering Receivables

Written by Barb Easter
Updated over a week ago

Deleting a Category

Deleting a Category

Written by Barb Easter
Updated over a week ago

Adding a New Item Manually

Adding a New Item

Written by Barb Easter
Updated over a week ago

Editing an Item

Editing an Item

Written by Barb Easter
Updated over a week ago

Updating Manual Items as Paid

Manually Updating Paid Items

Written by Barb Easter
Updated over a week ago

What are Receivables?

What are Receivables?

Written by Barb Easter
Updated over a week ago

What are Payables?

What are Payables?

Written by Barb Easter
Updated over a week ago

How to Manually Set A Due Date

How to Manually Set A Due Date

Written by Barb Easter
Updated over a week ago

Updating Paid and Unpaid Items through Integrations

Updating Paid and Unpaid Items through Integrations

Written by Barb Easter
Updated over a week ago

Connecting Integrations Within Scenarios

Connecting Integrations Within Scenarios

Written by Barb Easter
Updated over a week ago

Daily, Weekly, Monthly & Quarterly Views

Daily, Weekly, Monthly & Quarterly Views

Written by Barb Easter
Updated over a week ago

Go to Today's Date

Go to Today's Date

Written by Barb Easter
Updated over a week ago

Moving Between Dates

Moving Between Dates

Written by Barb Easter
Updated over a week ago

How to Add Company Info

How to Add Company Info

Written by Barb Easter
Updated over a week ago

How to Change the Number Format

How to Change the Number Format

Written by Barb Easter
Updated over a week ago

Leaving a Shared Forecast

Leaving a Shared Forecast

Written by Barb Easter
Updated over a week ago

Viewing Forecasts Shared With Me

Viewing Forecasts Shared With Me

Written by Barb Easter
Updated over a week ago

Disconnecting and Removing Xero Data

Disconnecting and Removing Xero Data

Written by Barb Easter
Updated over a week ago

Disconnecting and Removing Pipedrive Data

Disconnecting and Removing Pipedrive Data

Written by Barb Easter
Updated over a week ago

Changing Import Settings in Xero

Changing Import Settings in Xero

Written by Barb Easter
Updated over a week ago

Disconnecting and Removing QuickBooks Online Data

Disconnecting and Removing QuickBooks Online Data

Written by Barb Easter
Updated over a week ago

Changing Import Settings in Pipedrive

Changing Import Settings in Pipedrive

Written by Barb Easter
Updated over a week ago

Refreshing Integrated Data in Forecasts vs. Scenarios

Refreshing Integrated Data in Forecasts vs. Scenarios

Written by Barb Easter
Updated over a week ago

How do I Change the Email Connected to My Account?

How do I Change the Email Connected to My Account?

Written by Barb Easter
Updated over a week ago

Month End View vs. Total View

Month End View vs. Total View

Written by Barb Easter
Updated over a week ago

Adding Staff and Clients to Your Account

Add users add staff client accounts

Written by Barb Easter
Updated over a week ago

Why is my Dryrun Forecast Running Slow?

Why is my Dryrun Forecast Running Slow?

Written by Barb Easter
Updated over a week ago

Chrome: Dryrun's Recommended Browser

Chrome: Dryrun's Recommended Browser

Written by Barb Easter
Updated over a week ago

Getting Started with QuickBooks Online & Dryrun

Getting Started with QuickBooks Online & Dryrun

Written by Barb Easter
Updated over a week ago

Getting Started with Xero & Dryrun

Getting Started with Xero & Dryrun

Written by Barb Easter
Updated over a week ago

Your Dashboard

Your Dashboard

Written by Barb Easter
Updated over a week ago

Setting Your Week Start Day

Setting Your Week Start Day

Written by Barb Easter
Updated over a week ago

Quick Model

Quick Model, Compound Interest

Written by Barb Easter
Updated over a week ago

Creating Items that Recur Most Days

Creating Items that Recur Most Days

Written by Barb Easter
Updated over a week ago

When I invite my client as a member to Dryrun, what do they see?

When I invite my client as a member to Dryrun, what do they see?

Written by Barb Easter
Updated over a week ago

What is Profit?

What is Profit?

Written by Barb Easter
Updated over a week ago

What is Gross Profit?

What is Gross Profit?

Written by Barb Easter
Updated over a week ago

What is Net Profit?

What is Net Profit?

Written by Barb Easter
Updated over a week ago

Tracking Partial Payments from Xero and QuickBooks Online

Connect Multiple Integrations

Written by Barb Easter
Updated over a week ago

Pipedrive Error in Dryrun

Pipedrive Error in Dryrun

Written by Barb Easter
Updated over a week ago

Xero - Add New User Admin

Xero - Add New User Admin

Written by Barb Easter
Updated over a week ago

Integrations

Integrations

Written by Barb Easter
Updated over a week ago

Actuals vs Forecast: Concepts

Actuals vs Forecast: Conceptual Framework

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Integrations

Dryrun Overview: Integrations

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Welcome and Why Dryrun?

Dryrun Overview: Welcome and Why Dryrun?

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Forecasts and Scenarios

Dryrun Overview: Forecasts and Scenarios

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Power Features

Dryrun Overview: Power Features

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Plans and Features

Dryrun Overview: Plans and Features

Written by Barb Easter
Updated over a week ago

Dryrun Overview: Manual Control

Dryrun Overview: Manual Control

Written by Barb Easter
Updated over a week ago

QuickBooks Online and Dryrun - Why We Like QuickBooks Online

QuickBooks Online and Dryrun - Why We Like QuickBooks Online

Written by Barb Easter
Updated over a week ago

QuickBooks Online and Dryrun - Customising your Data Import

QuickBooks Online and Dryrun - Customising your Data Import

Written by Barb Easter
Updated over a week ago

QuickBooks Online and Dryrun - Using Placeholder Forecast Items

QuickBooks Online and Dryrun - Using Placeholder Forecast Items

Written by Barb Easter
Updated over a week ago

QuickBooks Online and Dryrun - Bank Balance to Today vs. Bank Balance to Month Start

QuickBooks Online and Dryrun - Bank Balance to Today vs. Bank Balance to Month Start

Written by Barb Easter
Updated over a week ago

QuickBooks Online and Dryrun - QuickBooks Online Best Practices

Written by Barb Easter
Updated over a week ago

Bringing Client Accounting Files to Dryrun

Bringing Client Accounting Files to Dryrun

Written by Barb Easter
Updated over a week ago

Is Dryrun Secure?

Dryrun Security

Written by Barb Easter
Updated over a week ago

QBO - Add Company Admin

QBO - Add Company Admin

Written by Barb Easter
Updated over a week ago

Tracking Credit Card Purchases in Dryrun

Tracking Credit Card Purchases in Dryrun

Written by Barb Easter
Updated over a week ago

Dryrun Numbers Aren't Matching Accounting Software Numbers.

Dryrun Numbers Aren't Matching Accounting Software Numbers.

Written by Barb Easter
Updated over a week ago

Can I Use Classes Instead of Accounts?

Can I Use Classes Instead of Accounts?

Written by Barb Easter
Updated over a week ago

Xero to Dryrun Import - Data Mapping

Xero to Dryrun Import - Data Mapping

Written by Barb Easter
Updated over a week ago

Item Values in Dryrun when Pipedrive Data is Imported

Item Values Dryrun Pipedrive Data Imported

Written by Barb Easter
Updated over a week ago

QuickBooks Online to Dryrun Import - Data Mapping

QuickBooks Online to Dryrun Import - Data Mapping

Written by Barb Easter
Updated over a week ago

Draft Invoices in Xero

Draft Invoices Xero imported Dryrun

Written by Barb Easter
Updated over a week ago

Categories in Dryrun

Using Categories in Dryrun

Written by Barb Easter
Updated over a week ago

Currency Conversion Dates and Values in Dryrun

Currency Conversion Dates and Values in Dryrun

Written by Barb Easter
Updated over a week ago

Importing Bills From Xero - Data Mapping

Importing Bills From Xero - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Invoices from Xero - Data Mapping

Importing Invoices from Xero - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Your Bank Balance from Xero - Data Mapping

Importing Bank Balance Xero - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Partial Payments from Xero - Data Mapping

Importing Partial Payments from Xero - Data Mapping

Written by Barb Easter
Updated over a week ago

Multi Currency Support from Xero to Dryrun - Data Mapping

Multi Currency Support from Xero to Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Bills from QuickBooks Online to Dryrun - Data Mapping

Importing Bills from QuickBooks Online to Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Invoices from QuickBooks Online to Dryrun - Data Mapping

Importing Invoices from QuickBooks Online to Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Importing Your Bank Balance from QuickBooks Online to Dryrun - Data Mapping

Importing Bank Balance QuickBooks Online Dryrun - Data Mapping

Written by Barb Easter
Updated over a week ago

Connecting Pipedrive to Dryrun

Connecting Pipedrive to Dryrun is quick and straight forward.

Written by Barb Easter
Updated over a week ago

Can I watch a demo?

Businesses and advisors alike will benefit by watching this walkthrough video of first steps in Dryrun’s cash flow forecasting software.

Written by Barb Easter
Updated over a week ago

How do I import data?

Users can import data from Sage Intacct, Xero, QuickBooks Online, or Pipedrive

Written by Barb Easter
Updated over a week ago

Reports for Spreadsheet Uploads

Which reports should be run from my accounting software to upload to Dryrun?

Written by Barb Easter
Updated over a week ago

Invoices vs Income and Bills vs Expenses

Logic rules for manual items in Dryrun

Written by Barb Easter
Updated over a week ago

Dryrun for Law Practices

Advantages of Dryrun to manage cash flow for law firms

Written by Barb Easter
Updated over a week ago

Forecast Horizons

How do you know how far in the future to forecast?

Written by Barb Easter
Updated over a week ago

Getting Started With Dryrun

Let's look next steps getting started Dryrun's software

Written by Barb Easter
Updated over a week ago

Pipedrive - Add Admin User

Allow a trusted Dryrun admin to access your Pipedrive account.

Written by Barb Easter
Updated over a week ago

Building Recurring Expenses

Where art meets science

Written by Barb Easter
Updated over a week ago

Dryrun Numbers Aren’t Matching Accounting Software Numbers

new user troubleshooting troubleshoot month start balance wrong

Written by Barb Easter
Updated over a week ago

Working With Credit Card Data

Working with credit card expenses can seem tricky at first, we have some tried and true tips.

Written by Barb Easter
Updated over a week ago