Add notes and workpapers to your carbon accounting for auditability and reference.
Upload Files to the Document library
Easily manage all documents related to your carbon accounting and reporting in Sumday’s Document Library:
- From the left side navigation menu click Documents
- Create Custom Folders to organise your files as needed.
- Use the Supporting Files folder for bulk uploads you’d like imported into Sumday - our team can handle the rest.
- Client Document Sharing: If you’re an advisor, clients can upload requested documents here to share them directly with you.
- Save any reports you create in the Reports section for easy access and reference
Record Notes
- Create a Note from anywhere in Sumday and search all notes by clicking the Note icon on the top right menu bar in Sumday.
- Add notes to transactions in the Carbon Ledger by right clicking on a transaction in the carbon ledger table, type your note and select the tag icon to add custom tags or search pre loaded tags. Select the plus icon to attach a file or add a link.