Michaela Greene
- Total activity 826
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 423
Articles
Recent activity by Michaela Greene-
Trial Balance Import Wizard (Custom CSV)
You will now be guided through the custom CSV import process with our Import Wizard. For your convenience, we have summarised the three key steps below: Step 1 - Open the Trial Balance Import Wizar...
-
Accessing the Trial Balance import menu
To access the import trial balance menu:1. From within the client file, click on the Trial Balance tab; 2. Click on the Import button;3. You will be taken to the Import page which offers all possib...
-
Prior Year Figures Import Via CSV
Step One: Locate and Select Import Trial BalanceFrom the files Working Paper Index, click on the Trial Balance buttonSelect Import Step Two: Select the Method of ImportAfter clicking import, you'l...
-
CSV download page
CSV Trial Balance - Upload TemplatesPlease see our CSV upload templates below:
-
Importing a Trial Balance via CSV
In this guide, we will be showing you the steps to successfully import a Trial Balance via CSV.Please note that we have no restrictions on where you gather your CSV data from. Creating your CSV1. T...
-
How to change your accounting structure
If this guide we are going to cover how to select a new accounting structure if an incorrect one was initially selected. If we do not follow these steps, you will run the risk of adding duplication...
-
Unable to Map the Trial Balance
If you are unable to map the trial balance, this will usually be due to not having applied an accounting structure. The guide below will take you through how to activate this. The key identifier ...
-
Applying an accounting structure
Once the Trial Balance has been imported you are able to map the accounts using an Industry Template or a Custom Template. Industry TemplatesAn Industry Accounting Structure Template is an Account...
-
Deleting an Accounting Structure
If you have created a template and wish to delete it, you can do this from the Accounting Structure Module or from within an Accounting Structure Template: Accounting Structure ModuleEnsure you are...
-
Duplicating an Accounting Structure
Users may want to create similar Accounting Structures. Rather than having to rebuild each accounting structure individually, users can duplicate accounting structures and then edit as necessary.To...