Get started on Sumday as an advisor

Sumday is your complete toolkit for upskilling the team and offering carbon accounting tools and services that fits seamlessly into your business advisory offering. Here’s what you can do with Sumday:

1. Carbon Accounting: Sumday makes it easy to embed audit ready carbon accounting as part of your clients standard monthly process. See more here.
2. Learn & Upskill: The Sumday Academy provides everything you need to understand the practical jobs to be done when it comes to carbon accounting services and how to sell the services. See more here.
3. Improve client emission data by engaging with their value chain: Your clients scope 3 emissions will likely make up the significant majority of their overall emissions. This is often driven by the emissions that come from the suppliers they buy goods and services from. It is important to engage with suppliers to request better quality, primary data and chances are they will need support to get there - you can ask the questions, track responses and scale access to support for suppliers in the platform. See more here.

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.

Getting Started with Sumday

1. Accessing the Platform:
   • Log in using your email and password. If you have forgotten your password, you can reset it through the same screen.
   • 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.
2. 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.
3. 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.
4. 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
5. 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

1. 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.
2. Sumd[AI] Assistant:
   • Automate data analysis and enhance reporting precision with AI-powered insights.
3. Workpapers & Templates:
   • Download pre-built templates for business travel, employee commuting, and more from the Sumday Academy.

Driving Scope 3 Progress

1. Engage Suppliers:
   • Segment suppliers by readiness and send tailored requests using built-in communication tools.
   • Track responses and replace averages with accurate supplier data.
2. Identify Reduction Opportunities:
   • Focus on areas like sustainable procurement, optimised logistics, and product lifecycle improvements.

Stay Audit-Ready

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

Overview of Sumday