Transactions - A Summary

How to Import Your Data

1. Navigate to Assessments
• Go to Assessments and select your relevant assessment period.
• Choose Transactions—this is where you’ll import your financial data to ensure completeness in Scope 3 accounting.

2. Transactions Overview
• Overview: See a summary of imported transactions, previous imports, and the progress of carbon bookkeeping in the Carbon Ledger.
• Imported Transactions: View a record of all imports within the selected date range. Here, you’ll find details like:
• General Ledger Account Name, Remaining Transactions (those not yet reconciled), and Total Transactions Imported.
• Use the Edit button to add missed or updated transactions.
• Archive Transactions if needed (e.g., bookkeeping changes in the GL)—they’ll remain in the audit trail but won’t appear in the Carbon Ledger.

3. Start a New Import
• Choose your preferred import method:
• Xero Integration – Instructions here
• CSV Upload – Instructions here
• API Connection – Contact Sumday to connect through our API.