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Uploading Files

This guide explains how to upload your financial documents, such as the Chart of Accounts, General Ledger, and Budget files, into the application.

  1. Click on the Files tab in the main navigation menu.

Uploading Specific File Types​

The Files section has dedicated tabs for different document types. Ensure you are uploading the correct file type in the corresponding tab. The application expects files in .xlsx format.

Chart of Accounts​

  1. Within the Files section, click the Chart of Accounts sub-tab.
  2. Locate the upload area for the Chart of Accounts.
  3. Click the Choose File button (or a similarly named button).
  4. Select your Chart of Accounts .xlsx file from your computer using the file browser.
  5. Once the upload starts, the file will be processed.
  6. A success message (toast notification) will appear briefly to confirm the upload.
  7. The uploaded file name should now be visible in the Chart of Accounts list within this tab.

General Ledger​

  1. Within the Files section, click the General Ledger sub-tab.
  2. Locate the upload area for the General Ledger.
  3. Click the Choose File button.
  4. Select your General Ledger .xlsx file.
  5. Wait for the upload and processing to complete.
  6. A success message will confirm the upload.
  7. The uploaded file name should appear in the General Ledger list.

Budget​

  1. Within the Files section, click the Budget sub-tab.
  2. Locate the upload area for the Budget.
  3. Click the Choose File button.
  4. Select your Budget .xlsx file.
  5. Wait for the upload and processing.
  6. A success message will confirm the upload.
  7. The uploaded file name and size should appear in the Budget list.

After uploading, the application will use these files to populate your dashboard and reports.