Transactions - A Summary
Navigating the Transactions tab
In the Transactions tab of within Assessments, you will see three key features in the top menu:
- Overview: This is where you’ll see a summary of transactions imported, previous imports, as well as progress of the carbon bookkeeping in the Carbon Ledger so far.
- Imported Transactions: In this section, you will see a record of all imports you have ever completed in Sumday within the date range selected.
- New Import: Get Started by importing your data.
Overview
In this section, you will see a record of all imports you have ever completed in Sumday within the date range selected
In here you will find a summary of total transactions imported, number reconciled, unique suppliers identified, and progress so far on the carbon bookkeeping in the Carbon Ledger. You’ll also find details of any current imports, previous imports, and which method these were imported through.
Imported Transactions
In this section, you will see a record of all imports you have ever completed in Sumday within the date range selected
- It will state the name of the General Ledger Account, Remaining transactions (those you have not yet reconciled), and total transactions imported.
- You can select the edit button and add transactions you may have missed or since changed. You can also archive transactions (imagine there has been changes to the GL, say a bookkeeping transaction, you don’t want to lose it from the audit trail but you can archive it so it’s doesn’t pull through to the carbon ledger).
New Import
Get Started by importing your data
- Click on New Import
- Select the Xero Integration or CSV Upload
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Last updated on September 4, 2024