Getting Started
- Getting Started
  - What is Sumday?
  - Sumday Quick Start Guide
  - What is Carbon Accounting?
  - What is the GHG Protocol?
  - Explain Scope 1 Emissions under the GHG Protocol
  - Explain Scope 2 Emissions under the GHG Protocol
  - Explain Scope 3 Emissions under the GHG Protocol
How to Use Sumday
- Create an Assessment
  - How to Create an Assessment
  - Creating Assessment Periods - Dates
  - How to Import Your Emission Factor Database
  - Understanding Emissions Import Error Messages
- Import Transaction Data
  - Transactions - A Summary
  - Import via CSV upload
  - Import Financial Transaction Data from Xero for Scope 3
  - Confirm your import details
  - Adjustments to Imports
  - Template Emails to Request the Data
- Categorise Transactions in the Carbon Ledger
  - Overview of The Carbon Ledger
  - Using Rules to Code Transactions
  - Using Tracking Categories
- Accounting for Scope 1, 2, and 3 Emissions
  - Calculating Scope 1 Emissions
  - Calculating Scope 2 Emissions
  - Using workpapers to support your calculations
  - Emissions Intensity Metrics
- Reports in Sumday
  - Reports in Sumday
  - Carbon Summary by Month
  - Carbon Trial Balance
  - Carbon General Ledger Report
  - Carbon Baseline Report
  - Net Zero Graph
- Settings and Features
  - How do I access the demo account?
  - How do I access settings and users?
  - How do I manage staff or create a client account as an advisor?
  - How do I add a note to transactions or worksheets?
  - What is Sumd[AI]?
Sumday Academy
- The Sumday Academy
  - What is the Sumday Academy?
  - Can I record CDP Hours for Courses in Sumday?
- Online Courses
  - What is the Introduction to Carbon Accounting Course?
  - What is the Introduction to Carbon Accounting for Business Course?
  - What is the Carbon for Procurement Professionals Course?
  - What is the Practical Tips for GHG Assurance course?
  - What is the Financed Emissions Course?
- Templates
  - What are Workpaper Templates and how do I access them in Sumday?
  - How Can Sumday help me prepare a Business Case using templates?
  - How can I connect Sumday to PowerBI
Sumday Value Chain Engagement
- Value Chain Engagement
  - How do I ask suppliers to provide emissions data in Sumday?
  - Why would I collect emissions data from suppliers and what steps are involved?
  - How can I improve my response rates to supplier emissions data requests?
Reduction & Targets
- Emission Reduction
  - What do we mean by emission reduction?
  - How can I reduce scope 1 emissions?
  - How can I reduce scope 2 emissions?
  - How can I reduce scope 3 emissions?
  - How can I build the business case for emission reduction
- Setting Net Zero Targets: SBTi Resources
  - What is ‘Net Zero’ and ‘SBTi’?
  - What is the difference between ‘Net Zero’ and ‘Carbon Neutral’?
  - What is involved in setting a science based net zero target?
Emission Factors Database
- Emission Factors
  - What are emission factors?
- Data Sources
  - Details on the AUS DCCEEW Emissions Factor Database
  - Details on the UK DESNZ (Formerly DEFRA)Emissions Factor Database
  - Details on the US EPA Emission Factor Database
  - Details on the EXIOBASE Emission Factor Database
  - Details on the NZ ME Emission Factor Database
  - Details on the AusLCI Emission Factor Database
  - Details on Emission Factors from Clune et al. (2017)
  - Details on the EMBER Emission Factor Database
  - Details on the IPCC Emission Factor Database
  - Details on Emission Factors from Lindstad et al. (2020)
  - Details on the PICCC Emission Factor Database for Agriculture
  - Details on the BC ME Emission Factor Database
  - Details on Emission Factors from Steubing et al. (2022)
- Datasets
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2023
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2022
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2021
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2023
  - AUS DCCEEW: National Greenhouse Accounts Factors 2022
  - AUS DCCEEW: National Greenhouse Accounts Factors 2021
  - AUS DCCEEW: National Greenhouse Accounts Factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2019
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
Security and Privacy
- Data and Security
  - Sumday Security Information
  - Data Security and Privacy at Sumday
  - Infrastructure and Application Security
  - Business Continuity and Disaster Recovery Details
  - How to use Multi Factor Authentication
  - Sumday complies with GDPR
  - Sumd[AI]
Plans and Billing
- Plans and Billing
  - How do I cancel my subscription?
  - What are the billing options?
  - How do I access my invoices?
More

Sumday Quick Start Guide

Getting Started with Sumday

Time to Ditch the Spreadsheets—Let’s Get You Started.

The 101

What are you doing in Sumday?

You are using Sumday to complete an emissions assessment for your reporting period. An emissions assessment will tell you where all of the emissions associated with your business are coming from. Sumday is already set up to ensure you follow the requirements under the GHG Protocol - the standard for this work. If carbon accounting is brand new, you can go through courses in the Academy to go deeper but we recommend booking a kick off with the Accounting Support Help Desk first.

Accessing the Platform:

Due to the use of potentially sensitive data, Sumday utilises multi-factor authentication. You may be required to utilise an MFA authentication app to log in.

Create an Assessment:

Navigate to Assessments in the main menu.

Click Create New Assessment, set the reporting period, and define the assessment period, currency, emissions factor databases, and other important details.

Import Your Data:

Once you enter into your assessment, on the top navigation bar, go to Transactions > New Import to upload financial data. Choose from:

Xero Integration

CSV Upload

API Connection (contact Support@Sumday.io to discuss)

Organise Data:

Use Tracking Categories to tag transactions by location, department, or project for detailed insights.

Leverage Rules to automatically code recurring transactions.

Completing your Assessment

Carbon Accounting:

Through the carbon ledger you can manage emissions across Scope 3 categories under the GHG Protocol framework.

Under the accounting section you can apply activity based metrics to Scope 3 data, as well as record your Scope 1 and 2 emissions.

Replace estimates with actual supplier data through efficient value chain engagement.

Sumd[AI] Assistant:

Automate data analysis and enhance reporting precision with AI-powered insights.

Workpapers & Templates:

Download pre-built templates for business travel, employee commuting, and more from the Sumday Academy.

Driving Scope 3 Progress

Engage Suppliers:

Segment suppliers by readiness and send tailored requests using built-in communication tools.

Track responses and replace averages with accurate supplier data.

Identify Reduction Opportunities:

Focus on areas like sustainable procurement, optimised logistics, and product lifecycle improvements.

Access Training & Support

Explore Sumday Academy for tutorials, templates, and business cases.

Use the Help Desk for personalised assistance or join webinars for live guidance.

Stay Audit-Ready

Ensure compliance with detailed reporting, supported by comprehensive workpapers and reports.

Your Path to Sustainability Starts Here!

Ready to make an impact? Contact support@sumday.io for more help.

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What is Sumday? What is Carbon Accounting?