Staying Aligned With My Franchisor Reporting Requirements Follow
Why it Matters
Staying aligned with your Franchisor’s reporting requirements is crucial for tracking performance and ensuring smooth operations across your franchise locations.
Key Features:
- Data aggregation: Connect systems like QuickBooks, POS, and payroll for consolidated reporting.
- Automated syncing: Daily data syncs or manual updates ensure your reports are always up to date.
- Custom scorecards: Set KPIs and metrics based on franchisor requirements.
- Chart of accounts normalization: Ensure standardized reporting by aligning with the franchisor’s chart of accounts.
Tips for Staying in Compliance with Your Franchise:
1. Set up Data Connections
Connect all relevant systems (QuickBooks, POS, payroll) to AutyFi for integrated data flow and accurate reporting.
2. Customize Scorecards
Collaborate with your franchisor to set up KPIs and metrics. Review scorecards regularly to ensure performance aligns with targets.
3. Monitor Syncs
Check the sync history to confirm that the data is up to date. If necessary, trigger manual syncs for real-time accuracy.
4. Normalize Accounts
Use AutyFi’s normalization feature to align your chart of accounts with your franchisor’s standard and fix any unmatched accounts.
Pro tip
If you notice discrepancies in your reporting or unmatched data, use AutyFi's normalization options and manual syncs to resolve the issues quickly.
Need help?
If your reports don’t match expectations or you encounter issues, review your connections, sync settings, and account mappings. If needed, contact AutyFi support.
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