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StockMarket Plus
How to edit Accounting KPIs manually
In this article we will describe the method for "Unlocking" the Accounting KPI's (which traditionally link to Xero/QBO) manually as you would a General/Custom KPI
- Access the client in question, click on your name in the top right, select “Settings” -> “General”
- Switch to the “Additional Settings” tab, untick “Accounting Data” and hit “Save”
- Navigate to the KPI Dashboard, select “Enter KPI Data”:
- Switch the Group drop down from the company/group to the “Financial Statement”:
- Update figures as usual, they will now be unlocked, ensuring that you save when complete.