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Getting Started

Learn how to get up and running in less than 5 minutes.

Validate Your Organization's Configuration​

What To Check​

  • In the Settings - Organization Details page:
    • Verify that your organization's name is spelled as you would prefer.
    • Verify that your organization's Fiscal Start Month is correct.
    • If either need correcting, you may do so in this screen.

Invite Your Teammates​

  • In the Settings - Your Team page:
    • Verify that all members of your team are listed as members.
    • If any team members are missing, you may invite them with the "+ Invite Member" button in the top right corner of the section.

Upload Your First File​

  • Select Files from the top naviagtion
  • The first uploaded file MUST be your Chart of Accounts. If you do not have a Chart of Accounts, please reach out to our support team.
    • Without an uploaded & fully processed Chart of Accounts file, uploads of your General Ledger and Budget files will fail.
  • Use the "Choose File" button in the top right corner of the section to select which file you would like to upload as your initial Chart of Accounts.
  • Once your file is completely processed we will inform you of any new Departments we detected in the file you just uploaded.
    • We automatically classify each department for display in our Dashboard.
    • You can view how each department was classified by selecting Classification in the top navigation.

Uploading Your First General Ledger File(s)​

  • In the Files - General Ledger page:
    • Use the "Choose File" button in the top right corner of the section to select which file you would like to upload as your General Ledger file.

Helpful General Ledger Hints​

  • Upload one month's worth of ledger entries at a time.
  • Our system typically processes about 8,000 ledger entries a minute.
    • Some simple math with this knowledge will provide you with a general estimate for how long the processing will take.
    • We provide you with a processiong indicator and percentage complete to help out with this estimation.
  • You can leave the page at any time. Staying on the page is NOT required for the file to processed.

Uploading Your First Budget​

  • In the Files - Budget page:
    • Use the "Choose File" button in the top right corner of the section to select which file you would like to upload as your Budget file.
  • We support uploading budgets for the CURRENT fiscal year only.
    • An enhancement to our system to support uploading past/future budgets is in our product roadmap