Getting Started
- Getting Started
  - What is Sumday?
  - What is Carbon Accounting?
  - What is the GHG Protocol?
  - Explain Scope 1 Emissions under the GHG Protocol
  - Explain Scope 2 Emissions under the GHG Protocol
  - Explain Scope 3 Emissions under the GHG Protocol
How to Use Sumday
- Settings and Features
  - How do I access the demo account?
  - How do I access account settings?
  - How do I manage staff or create a client account as an advisor?
  - How do I add a note to transactions or worksheets?
  - What is Sumd[AI]?
- Create an Assessment
  - How to Create an Assessment
  - Creating Assessment Periods - Dates
  - How to Import Your Emission Factor Database
  - Understanding Emissions Import Error Messages
- Import Scope 3 Data
  - Transactions - A Summary
  - Import via CSV upload
  - Import Financial Transaction Data from Xero for Scope 3
  - Confirm your import details
  - Adjustments to Imports
- Categorise Transactions in the Carbon Ledger
  - Overview of The Carbon Ledger
  - Using Rules to Code Transactions
  - Using Tracking Categories
- Accounting for Scope 1, 2, and 3 Emissions
  - Calculating Scope 1 Emissions
  - Calculating Scope 2 Emissions
  - Using workpapers to support your calculations
  - Emissions Intensity Metrics
- Reports in Sumday
  - Reports in Sumday
  - Carbon Summary by Month
  - Carbon Trial Balance
  - Carbon General Ledger Report
  - Carbon Baseline Report
  - Net Zero Graph
Sumday Academy
- The Sumday Academy
  - What is the Sumday Academy?
  - Can I record CDP Hours for Courses in Sumday?
- Online Courses
  - What is the Introduction to Carbon Accounting Course?
  - What is the Introduction to Carbon Accounting for Business Course?
  - What is the Carbon for Procurement Professionals Course?
  - What is the Practical Tips for GHG Assurance course?
  - What is the Financed Emissions Course?
- Templates
  - What are Workpaper Templates and how do I access them in Sumday?
  - How Can Sumday help me prepare a Business Case using templates?
  - How can I connect Sumday to PowerBI
Sumday Value Chain Engagement
- Value Chain Engagement
  - How do I ask suppliers to provide emissions data in Sumday?
  - Why would I collect emissions data from suppliers and what steps are involved?
  - How can I improve my response rates to supplier emissions data requests?
Reduction & Targets
- Emission Reduction
  - What do we mean by emission reduction?
  - How can I reduce scope 1 emissions?
  - How can I reduce scope 2 emissions?
  - How can I reduce scope 3 emissions?
  - How can I build the business case for emission reduction
- Setting Net Zero Targets: SBTi Resources
  - What is ‘Net Zero’ and ‘SBTi’?
  - What is the difference between ‘Net Zero’ and ‘Carbon Neutral’?
  - What is involved in setting a science based net zero target?
Emission Factors Database
- Emission Factors
  - What are emission factors and where do they come from?
- Data Sources
  - Details on the AUS DCCEEW Emissions Factor Database
  - Details on the UK DESNZ (Formerly DEFRA)Emissions Factor Database
  - Details on the US EPA Emission Factor Database
  - Details on the EXIOBASE Emission Factor Database
  - Details on the NZ ME Emission Factor Database
  - Details on the AusLCI Emission Factor Database
  - Details on Emission Factors from Clune et al. (2017)
  - Details on the EMBER Emission Factor Database
  - Details on the IPCC Emission Factor Database
  - Details on Emission Factors from Lindstad et al. (2020)
  - Details on the PICCC Emission Factor Database for Agriculture
  - Details on the BC ME Emission Factor Database
  - Details on Emission Factors from Steubing et al. (2022)
- Datasets
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2023
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2022
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2021
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2023
  - AUS DCCEEW: National Greenhouse Accounts Factors 2022
  - AUS DCCEEW: National Greenhouse Accounts Factors 2021
  - AUS DCCEEW: National Greenhouse Accounts Factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2019
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
Security and Privacy
- Data and Security
  - Sumday Security Information
  - Data Security and Privacy at Sumday
  - Infrastructure and Application Security
  - Business Continuity and Disaster Recovery Details
  - How to use Multi Factor Authentication
  - Sumday complies with GDPR
  - Sumd[AI]
Plans and Billing
- Plans and Billing
  - How do I cancel my subscription?
  - What are the billing options?
  - How do I access my invoices?
The GHG Protocol
- The GHG Protocol
  - Key Principles under the GHG Protocol - Relevance, Completeness, Consistency, Transparency, Accuracy
Setting the Boundary
- Setting the Boundary
  - Tell me about setting boundaries under the GHG Protocol
  - How to Set Organisational Boundaries
  - How to set Operational Boundaries
Accounting for Scope 2
- Accounting for Scope 2
  - What does the GHG Protocol Say about Scope 2 Emissions?
  - Disclosing Scope 2 Emissions under the GHG Protocol - Recommended Disclosures
Accounting for Scope 3
- Scope 3 - GHG Protocol
  - What does the GHG Protocol’s Scope 3 Standard Cover?
  - What are the key requirements for accounting for scope 3 under the GHG Protocol?
More

What is Sumd[AI]?

The latest on Sumd[AI]

Welcome to Sumd[AI]

We're excited for you to experience our new AI-powered tools, designed to help you gain insights and streamline your carbon accounting process. While we're confident these features will add significant value to your work, it's important to remember that we're still in the learning phase, and we need your feedback to help us continuously improve.

Here's everything you need to know about using Sumd[AI] effectively during the beta period.

What is Sumd[AI]?

Sumd[AI] is an AI tool integrated into the Sumday platform to help automate data analysis, provide deeper insights, and reduce the manual workload for carbon accounting and sustainability reporting. It’s designed to enhance the precision and speed of your reporting, offering smart suggestions based on the data you provide.

Why is this a Beta?

As part of our commitment to innovation, we're releasing these tools in beta to gather valuable feedback and refine its capabilities. During this phase, the tool is still evolving, meaning it will improve over time. However, there may be occasional errors or misinterpretations. Your feedback is essential to refining the tool's functionality and performance. Please give your responses a thumbs up or thumbs down to help us understand how its going.

Things that will feel annoying (we hate annoying, so thanks for your patience - we’re racing to improve this every week)

You might notice it feels slow, unlike in tools like ChatGPT where the responses start typing, Sumd[AI] is waiting for a full response before giving it to you. In the next release, this will be updated to stream as you've no doubt come to expect.

It knows your data but it doesn’t know how to use Sumday, you still need to use the (?) to search the knowledge centre. This will be merged in the next release so you can have one place to understand your data, and the platform itself.

Graphs can be…ugly. There, we said it. These tools are improving fast but if you ask for graphs to include in reports and they are a little less beautiful than you’ve come to expect from Sumday, know that we expect these to be better over time.

Important Things to Know

Check the Outputs: Sumd[AI] is a powerful assistant, but it’s important to review the outputs carefully. While the AI strives to provide accurate results, it might not always get it right, especially in complex scenarios. Be sure to validate all AI-generated content or data before acting on it or using it in your external reports.

AI is Learning, But Not From Your Data: Sumd[AI] improves through continuous development and refinement, but we want to be clear: we do not use your data to train the model. Your data remains private and secure, used only for your specific use within the platform. Any enhancements to the AI are based on general improvements, not your individual data.

It’s Not a Substitute for Human Judgment: Sumd[AI] is designed to assist, not replace, human expertise. Use Sumd[AI] as a guide, but apply your own insights and judgment when making final decisions.

Privacy and Security: All data you input into Sumd[AI] is handled securely, in accordance with our strict privacy policies. Your data is used exclusively for your reporting and analysis needs and is never used to train or improve the AI outside of your specific environment. You can read more on this here.

Your Feedback

We want our AI powered features to be the best they can be, and your feedback is crucial. If you encounter an issue, have suggestions for improvement, or want to share your experience, please let us know. Your feedback helps us make the tool better for everyone.

What’s Next?

We’ll be regularly updating these features based on ongoing research and general feedback. Expect new features, improved accuracy, and smarter suggestions as the tool continues to evolve.

Thank You for Participating in the Beta!

We appreciate your trust in trying out Sumd[AI].

With your help, we’re building a more intuitive and powerful way to manage sustainability efforts. Together, we’re shaping the future of carbon accounting.

If you have any questions, concerns, or feedback, please contact our support team. We’re here to help you get the most out of these exciting tools and listen to your ideas.

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Last updated on September 4, 2024

How do I add a note to transactions or worksheets? How to Create an Assessment