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:
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Select Import Transactions CSV from the Documents tab.
The Import Transactions page displays.
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Drag and drop the transactions file, or click and browse to the file as indicated.
The Configuration input dialog appears.
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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.
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