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Refresh and check actuals

Refresh a data source, read its status, and compare one known period with the source records.

A refresh reads a data source again and replaces its planning records. It does not change your transactions, your invoices, or your Xero books. After a source refresh, Eigenn updates the models that link to the source.

Eigenn refreshes each Active source once a day. A Failed source does not refresh automatically. Refresh a source yourself after you close a month or fix records at the source. Then check one period that you know.

1. Refresh one source

  1. Go to Scenario planning → Data.
  2. On the source card, select the refresh icon (Refresh and the source label).
  3. Read the message. Data source refreshed means that Eigenn started the refresh. "Could not refresh data source" gives the reason.
  4. Wait until the badge changes from Refreshing… to Active. The page checks the status again while a source refreshes.

2. Refresh all visible sources

Select Refresh all data sources in the toolbar. The button refreshes only the sources that the current tab and search show. It skips a source that already refreshes.

MessageMeaning
"Refreshed 3 data sources"Eigenn started every refresh.
"Could not refresh" and the source labelsThose sources failed. Refresh each one alone.
No data sources to refreshNo visible source can start a refresh. Clear the search, or select All.

Source status

BadgeMeaning
ActiveThe last refresh is complete. The card shows Last refreshed and the time.
Refreshing…A refresh is in progress.
FailedThe last refresh failed. The badge is red. The card shows the error in place of the time.

A source that has not completed a refresh shows Never refreshed.

3. Refresh from the model

The model has its own refresh controls:

  • Refresh source in the Transaction categories and Statement actuals sections of Data sources.
  • Re-apply imported actuals in Data sources, when the model links invoice actuals. It uses the latest completed accounting import. It does not start a provider sync.
  • Refresh actuals above the grid. It refreshes the model's bank-transaction source immediately. It also adds variables for new categories and invoice providers.

4. Check a known period

  1. Choose a closed month that you can confirm in the source, such as last month.
  2. Make sure that the month is on or before the Last actual date.
  3. Make sure that Months of history covers the month.
  4. Compare the actual cell with the source record.
Linked itemCompare with
Xero accountThe Xero report for that month, with the same accounting method
Transaction categoryThe posted and completed transactions of that category in that month
Issued invoice amount or countThe provider's invoices with an issue date in that month

Compare a single category or account, not only a total. A total can match while two items are in the wrong place.

If the numbers differ

Check these causes before you change a formula:

  • The month is after the Last actual date, so the cell is a forecast.
  • The source is not Active, or its last refresh is old.
  • Xero uses the other accounting method.
  • The transactions are pending, internal transfers, or in an excluded category.
  • A foreign-currency transaction has no converted base amount.
  • The transactions use a child category, but the variable links to the parent.

Fix the cause at the source or in the link. Do not change the formula to hide a difference.

Related

  • Data
  • Connect a data source
  • Link a variable to data
  • Choose cash or accrual for Xero
  • Last actual date
  • Budget vs. actuals

QuickBooks

Connect QuickBooks Online and use the invoices that Eigenn imports as issued-invoice actuals in a model.

Restore a version

Replace the live model with a saved version, see what a restore changes and keeps, and undo a restore.

On this page

1. Refresh one source2. Refresh all visible sourcesSource status3. Refresh from the model4. Check a known periodIf the numbers differRelated

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