A QUICK, LIVE COFFEE DEMO FOR NFP & EDUCATION FINANCE TEAMS
Board-Ready Reporting,
With One Fix in Xero
See how your Xero tracking categories become one consolidated, board-ready report through Martus, without the manual roll-up in between.
Thursday, 24 September · 15 minutes · Live demo with Lizzie Morrison
WHY ATTEND THIS COFFEE DEMO
The Real Cost Isn't Building the Budget. It's Reporting on It.
Xero's tracking categories do a good job of capturing revenue and expenses by grant, program, or location.
The gap shows up after that.
Xero can't automatically roll tracking-category budgets up into your master budget, that reconciliation happens manually, by your team. And once you need more than one dimension in the same report, grant and location and program together, tracking categories can't layer that for you either.
The result? The data's already in Xero. Getting it into one report the board can actually read still takes manual work, every time.
In 15 minutes, you'll see how Martus integrates with Xero :
Consolidate tracking-category budgets into one report, without the manual roll-up
Report across grant, program and location together, not one dimension at a time
Walk into board meetings with a report that's ready, not rebuilt the night before
This session is designed for CFOs, Finance Managers and Business Managers in not-for-profit and education organisations who are:
✓ Using Xero's tracking categories for grants, programs, or locations
✓ Manually reconciling tracking-category budgets into a master budget
✓ Needing to report across more than one dimension at a time
✓ Rebuilding the same report every time the board asks for a clear picture
For finance teams that manually prepare reports for the Board
WHO IS THIS FOR
Xero Tracks It. It Just Can’t Consolidate It.
An integration with Martus simplifies that step for your team.
1. From Tracking Categories to One Consolidated Report
See how budgets and actuals across multiple tracking categories come together automatically, no manual reconciliation between them.
2. Reporting Across Grant, Program and Location, Together
Watch how the same data gets reported across multiple dimensions at once, something tracking categories alone aren't built to do.
Meet Your Demo Host
Lizzie Morrison — Martus Specialist, Giuntabell
Lizzie works with not-for-profit and education finance teams on Martus budgeting and forecasting. In this session, she'll walk through how Xero's tracking category data becomes one consolidated, board-ready report, without the manual roll-up.
See what board-ready reporting looks like, straight from Xero
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