How to: Ledger Onboarding

To onboard and upload your existing Ledger, please follow the steps below.

Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.

Step 2. Navigate to Ledger Onboarding.

Step 3. Review the Validation Rules by clicking on the Question Mark symbol.

Step 4. Download the Template Ledger Entry File and fill in the required data.

Step 5. Select the filled in CSV and click Submit.

To onboard and upload your existing Ledger, please follow the steps below.

Step 1

Step 2

Steps 3 - 5