How to use the Carbon Ledger

This article covers the key features of the Carbon Ledger to assist in reconciliation.

The Carbon Ledger has two screens:

To Reconcile - This table shows all imported financial transactions that need to be reconciled to emission sources
Reconciled - This table shows all reconciled transactions in the assessment

Features in the Carbon Ledger screen:

Search - This allows you to search through the transactions
Filters - This allows you to filter and group transactions by Date, Supplier, GL Account, Description, Emission Source, GHG Category, Amount, Has note.
Categories - Create tracking categories to tag transactions as you reconcile. More here.
Rules - Create Rules to speed up reconciling regular transactions. More here.
The Carbon Ledger table - The sortable, customisable table where you reconcile emission sources to financial transactions.
Export transactions - Click the three dots at the far right of the header row of the Carbon Ledger table and click Export > Excel to export a list of all reconciled or un-reconciled transactions.
Add notes & attach files - Add notes to transactions 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. To create notes anywhere in Sumday and search all notes, select the Note icon on the top right menu bar in Sumday.

Columns in the Carbon Ledger Table

Date - the date of the transaction determined by the import source (file import or Xero) - this cannot be edited
Supplier - the date of the transaction determined by the import source - this cannot be edited
GL Account - the general ledger account the transaction is coded to, determined by the import source (file import or Xero) - this cannot be edited
Description - the date of the transaction determined by the import source (file import or Xero) - this cannot be edited
Amount - the date of the transaction determined by the import source (file import or Xero) - this cannot be edited
Rule - if a Rule applies to the transaction, the rule name will show here
Emission Source - a smart suggestion or memorisation will show here in the To Reconcile tab - this is where you select which emission source to code the transaction to. In the Reconciled tab, the selected emission source shows here. See a guide to reconciling in the carbon ledger.
GHG Category - The relevant GHG sub-category selected here tells Sumday which GHG category the transaction/emissions will be coded to.
Category - these columns will be named to match any Categories set up in the Sumday organisation.
Show/Hide - you can show/hide each column to create a custom view by clicking 3 dots at the end of the header row on the table.

Smart suggestions - Smart Suggestions (✨) use the information in the Supplier, GL Account and Description columns to provide you with a recommendation on which Emission Source may be most relevant, and a confidence score of it's recommendation.
Memorisation - When you assign an emission source to a transaction, Sumday remembers the details and will suggest the same source for similar transactions in the future.
Customise the table columns - In the Carbon Ledger table, simply click the 3 dots in the top right to Show/Hide columns in the Carbon ledger to tailor the data view to your needs. Adjust column order, size, and visibility for a workspace that makes sense to you.
Sort transactions by clicking the column headers - you can sort by any column header to bring similar items together. For added efficiency, use CTRL + click to sort by multiple columns, such as GL Account > Supplier > Amount, to group transactions by account, then by supplier, and highlight high-spend items first. This approach helps you focus on major carbon impact areas quickly and accurately.
Bulk selection - often, similar transactions share the same emission source. After selecting one transaction, you can hold SHIFT to select a range or click individually to choose specific transactions. This allows you to apply an emissions source to multiple transactions at once, significantly reducing the time spent on repetitive coding.