How to use Sumday
Using Sumday
An Overview of the Platform
What is Sumday and how do I navigate?
Watch a Demo
A short demo of Sumday to help you get started
Demo Organisations
Your sandbox to test
Account
Invite your team to Sumday
Settings
Manage your location, currency, and reporting year
Advisor Basecamp
For Advisors to manage Staff and Clients
Documents
Manage your documents and workpapers in this section
Sumd[AI]
Ask any questions to Sumd[AI]!
Assessments - A Summary
Assessments - A Summary
Where the carbon accounting workflow occurs
Finalisation screen
The final step after you’ve calculated scope 1, 2, and 3 emissions
Transactions - Import your data
Transactions - A Summary
Navigating the Transactions tab
Import via CSV upload
Importing data from a CSV template
Import from Xero
Import using Xero integration
Import confirmation screen
Decide which accounts to import as monthly or as excluded
Adjustments to imports
Check imported transactions and make adjustments
Carbon Ledger - Categorise Transactions
Overview of The Carbon Ledger
What do we do here?
Rules Feature
Using rules for efficient coding
Tracking Categories Feature
Track emissions to projects, departments, locations
Selecting an Emissions Source
This is where professional judgement comes in…
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
Calculating Scope 3 Emissions
How to calculate Scope 3
Non-transaction worksheets
How to use non-transaction worksheets to calculate Scope 3 emissions
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
Bulk Import Feature
How to add consumption data in bulk
Reports
Reports - Summary
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