Transactions screen overview

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 – Instructions here

You may need help from finance or your accountant if you can’t access your accounting or ERP system.

Here’s what you can send them.