I've installed the software. What's next?

After entering a software key, it is necessary to create a new database. Click New Database on the Project Screen. See the support resources for a setup checklist.

Can I put database files on the network drive?

For performance reasons, it is recommended that projects' database files be placed on a local computer. Other files, however, like connected spreadsheets containing assumptions can be placed anywhere on a network. 

I've entered all the data in a spreadsheet, including proper column headings, but BizController shows 'integrity errors'. What's wrong?

BizController looks for meaningful data in the first five sheets in each file and in the top 150 rows only. Make your worksheets with assumptions appear as first tabs in a file or, if necessary, split your work into several files. 

I've modified data in the connected worksheets. How do I refresh my reports?

Reports are typically refreshed by the system automatically whenever it is necessary, e.g. when their settings change, the plan's configuration changes or the User saves any of the spreadsheets containing assumptions. You do not usually need to recalculate the reports manually, the recalculation process, however, make take a few moments.

How do I know that all the reports reflect the most recent changes I made to my assumptions?

If the status line at the bottom of the screen reads "Ready", this means that all the data have already been recalculated successfully and the reports show the most current information. It may, however, take a few moments before the system responds to data being entered and commences recalculation. BizController also needs to show the Reports Desk screen to respond to changes.

Do I need to put each period's entries in consecutive columns and rows?

No. There's a large degree of flexibility embedded into the system. Columns and rows of data to be synchronized need not be in adjacent locations and can be separated by other columns/rows as needed, e.g. totals or empty cells. It's vital that the columns/rows to be ignored do not include "meaningful" column headers such as period headers nor registered account numbers. 

Do I need to define cash accounts?

No. Cash transactions can be posted directly to the balance sheet cash account (asset). In the Year Close Module enter any dummy number for a net cash technical account. 

Why do I get negative cash balances on the balance sheet?

This is NOT a mistake and typically indicates that your financial assumptions are incomplete or unrealistic. A negative cash balance represents a capital gap which you need to close, e.g. by providing for additional sources of financing. 

Why do the lines on my report not add up to totals correctly?

This indicates that the template that is being used for that report has not been set up correctly. Review the template and make sure that all the signs have been properly ticked off for each line. The editor offers a large degree of flexibility in designing your reports and offers options for reversing signs of displayed balances as well as choosing the type of operation (addition vs. subtraction). On the other hand, the editor's flexibility leaves room for potential errors in the design of templates. Always test your newly created templates on some dummy data.

Can I change colours on my reports?

You can adjust default colours for each level of nesting/aggregation in Options to be applied to newly added lines. You can also adjust colours of individual lines using the Template Editor. 

How do I link an account to a line on a report?

Just assign the same number (FSI) to your chosen line(s) using the Template Editor and to one or more accounts (using the Master Data Module). Also make sure that the line is marked as "Base line" by ticking an appropriate box. The sum of balances of these accounts will then show on the report.