Navigating gini

Last updated on December 14, 2021

Navigating through gini is simple and straightforward. Our features all work together to give you one place to easily access all your most important financial documents.

 

Dashboard

 
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This is the dashboard you see once you sign in to gini. Click here if you have not signed up yet. This is where you can create cash flow forecasts, sync your data into Google Sheets and get financing. You will be able to see all the flows you can create and those that you have created.

 

Connect your apps

To start, you must connect your apps with gini. Without connecting these apps, you will not be able to use gini.

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  • Click here to learn how to connect your Xero data
  • Click here to learn how to connect your Google Sheets
 
 

View our help centre

If you have any questions, you can navigate to this help centre. Or if you have not been able to find an answer, you can contact us via the chatbot.

 
 

Test the demo account

The demo account and reports show you gini in action. This can help you decide if you want to connect your Xero data with gini

 
 
 
 

Demo account

On our dashboard, you will see a Demo account. You can access it after you have connected your Google Sheets.

 
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With this demo account, you can

  • Create a cash flow forecast
  • Share the report with your team
  • Refresh the forecast (this will auto-refresh for anyone with whom you have shared the report)
 
 
 
 

Models and reports

Cash flow forecast

On our web app, go to the "Dashboard". Click "Create Flow" in the "Create a Cash Flow Forecast" card to begin. If you want to see a screen recording of this process, click here.

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If you have connected multiple organisations, you can see all of them listed below and can create a flow for each of them. Click "Create flow" to start the Forecast.

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Actions

To sync your reports to Google Sheets, navigate to the Sheets toolbar, click "Extensions" → "gini: Sync Xero data with a sheet" → "Sync data".

 
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Here are the following reports you are able to sync on Google Sheets via our add-on

 

Profit and loss statement

This report shows you your income, expenses and profit for the selected period.

 

Balance sheet

This report shows you what your company owns and owes for the selected period

 

Aged payables

This report provides an overview of the amount you owe to your suppliers and if they are overdue

 

Aged receivables

This report shows you your outstanding invoices as well as the duration they've been unpaid.

 

Account transactions list

This report shows details of the transactions you entered into Xero

 

Executive summary

This report provides an overview of your cash, profitability, balance sheet, income, performance and position.

 

Payables invoices summary

The reports show invoices, credit notes, overpayments and prepayments for the selected period that you owe

 

Receivables invoices summary

This report shows any credit notes, overpayments, invoices for the selected period that you're owed

 

Profit and loss by tracking category

This report shows a Profit and Loss statement that is filtered by Xero's tracking categories.

 

Auto-sync

Once you have synced your report you can now choose to it auto-synced at a frequency of your choosing. When connecting your report, you will be asked if you'd like to schedule auto-sync.

 

Select the desired auto-sync frequency

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and then select the sync date

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Auto-sync date options are only available for Monthly auto-syncs, For weekly auto-syncs, you will be asked to choose the desired day of the week.
 
 
 
 

Sharing

To share your reports/models, click "Share" on the top right of the Google Sheet.

 
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A pop-up box will appear, add the email addresses of the people with whom you want to share this report. After that, click "Done" and that's it.

 
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