Getting Started with Xero & Dryrun

It’s easy to make Xero work within your Dryrun Forecasts. All it takes is three simple steps:

1. Create a recurring budget.

Dryrun helps you see into the future of your business with clarity. In order to achieve this, building a recurring budget is usually the first, and most important step.

The Recurring section of Dryrun allows you to add in all of your monthly expenses and inflows of cash. This repeats indefinitely (unless you add end dates) which can provide a baseline for your operations, and gives the ability to see far into the future so that you can make changes well in advance.

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You can enter as much or as little detail as you like, however we suggest that you create a recurring budget that includes repeating expenses so that you will have a detailed budget as a reference but also one that repeats into the future for accurate forecasting.

2. Connect with Xero to see your variable invoices and bills.

Dryrun imports your invoices and bills from Xero to the Receivables or the Payables section.

Note: Dryrun specifically tackles these two areas as they are highly variable and often are relatively large amounts. This allows you to focus on forecasting.

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The bills and invoices are imported by default from the date range you indicate and will continue to import as you add new data to Xero and refresh in Dryrun (unless you add end dates to your import, which would prevent any more data from being imported).

See below for specific links on how to connect Xero to your Dryrun Forecasts and Scenarios.

3. Create or Duplicate Scenarios to project and forecast solutions for your business.

With each new Scenario, there are new possibilities to explore. Model out large purchases, hiring scenarios, sales projections and much more!


Related Articles: Connecting Xero to Dryrun, Can Budgets be Imported from QuickBooks Online or Xero?