Upload transactions in AnalyticsAI
Deze functie is alleen beschikbaar bij gebruik van CaseWareCloud AnalyticsAI, een onderdeel van het CaseWare Cloud-pakket.
You must upload your transactions for a risk analysis to run.
If you uploaded your trial balance from another platform, for example, Xero or QuickBooks, and included transactions, you can skip this procedure.
To upload your transactions:
Select Import Transactions CSV from the Documents tab.
The Import Transactions page displays.
Drag and drop the transactions file, or click and browse to the file as indicated.
The Configuration input dialog appears.
Select the correct Delmiter for the file and then select Continue.
The Import Transactions page is populated, similarly to the following:
Use the pull-down menus to map each data type to a specific column.
Select the Import button () to import your mapped transactions.
Was this helpful?Yes
In this article
Subscribe to receive updates on the latest articles and news for CaseWare products.
Your download will start immediately after you subscribe.No thanks, I just want the file.