Adjustments to imports
Check imported transactions and make adjustments
Checking imported transactions and making adjustments
Once you’ve completed your transaction import, you can check the totals of the imported transactions by GL account on the Imported Transactions screen, and make any necessary adjustments.
Checking Imported Transactions
- After you have completed your transaction import, you can navigate to the ‘Imported Transactions’ tab.
- You will then see a table summarising the total imported transactions by general ledger account. These should agree back to the totals in your financial ledger.
Making Minor Adjustments to Imported Transactions
In some situations you might need to make adjustments to imports. This might be necessary when, changes have been made in your financial ledger since you did the initial import, for example.
You can archive individual transactions imported (so they are excluded from the Carbon Ledger all together) or manually add transactions within each general ledger account if required.
- From the ‘Imported Transactions’ tab, you can view and edit the transactions imported for each general account by selecting the edit icon to the right.
- From within the edit screen, you can select the checkbox for the individual transactions on the left and then elect to archive these transactions by selecting the ‘Archive transactions’ button that appears at the bottom of the screen.
- Alternatively, you can manually add transactions within each general ledger account by selecting the ‘Add transaction +’ button at the top left of the edit screen.
- Once you’re comfortable the imported transactions all agree back to your financial ledger, you’re ready to start assigning the necessary GHG categories in the carbon ledger.
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Last updated on September 4, 2024