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SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
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CaseWare AnalyticsAI
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PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests

Upload transactions in AnalyticsAI

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

Learn more about Cloud.

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:

  1. Select Import Transactions CSV from the Documents tab.
    The Import Transactions page displays.

    Import transactions

  2. Drag and drop the transactions file, or click and browse to the file as indicated.
    The Configuration input dialog appears.

    Configure input dialog

  3. Select the correct Delmiter for the file and then select Continue.

    The Import Transactions page is populated, similarly to the following:

    Import transactions - final

  4. Use the pull-down menus to map each data type to a specific column.

  5. Select the Import button () to import your mapped transactions.

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