Upload transactions in AnalyticsAI
This feature is only available with CaseWare AnalyticsAI, part of the CaseWare Cloud suite.
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.
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