How to Use Sumday
Settings and Features
How do I access the demo account?
Your sandbox to test
How do I access account settings?
How do I manage staff or create a client account as an advisor?
For Advisors to manage Staff and Clients
How do I add a note to transactions or worksheets?
Manage your documents and workpapers in this section
What is Sumd[AI]?
The latest on Sumd[AI]
Create an Assessment
How to Create an Assessment
Where the carbon accounting workflow occurs
Creating Assessment Periods - Dates
Why can’t assessment periods overlap?
How to Import Your Emission Factor Database
Understanding Emissions Import Error Messages
Import Scope 3 Data
Transactions - A Summary
Navigating the Transactions tab
Import via CSV upload
Importing data from a CSV template
Import Financial Transaction Data from Xero for Scope 3
Import using Xero integration
Confirm your import details
Decide which accounts to import as monthly or as excluded
Adjustments to Imports
Check imported transactions and make adjustments
Categorise Transactions in the Carbon Ledger
Overview of The Carbon Ledger
Using Rules to Code Transactions
Using rules for efficient coding
Using Tracking Categories
Track emissions to projects, departments, locations
Accounting for Scope 1, 2, and 3 Emissions
Calculating Scope 1 Emissions
How to calculate Scope 1
Calculating Scope 2 Emissions
How to calculate Scope 2
Using workpapers to support your calculations
Use our workpaper templates to summarise key inputs
Emissions Intensity Metrics
Calculate emissions per unit of relevant activity drivers
Reports in Sumday
Reports in Sumday
Using Working Reports and Emission Reduction Reports
Carbon Summary by Month
Monthly summary by emission categories
Carbon Trial Balance
Summary by scope, emission categories, and associated worksheets
Carbon General Ledger Report
All the details for your GHG inventory reporting
Carbon Baseline Report
One-click for your full GHG inventory report
Net Zero Graph
Measure your progress towards Net Zero