Importing Data from Accounting Software

Importing Data from Accounting Software

Introduction

Once the job is created, the next step is to import the data if the fund has been imported from any accounting software or to upload the data manually if the fund has been uploaded manually. This article describes the ways to Import the data from various accounting software.

Import the data from BGL360

Step 1:- Click on Audit > Manage Jobs > Process Audit Job.



Step 2:- Now click on Import Data From BGL 360/Class/Supermate. You will receive a notification alert about licence consumption displayed on your screen; click on Proceed.

       


Step 3:- You can now see the progress on your screen, click on Fund Dashboard once enabled to be redirected to Fund Dashboard. 




Step 4:- Once the data is imported successfully, you will be redirected to map the unmapped data. Hit Save, once done.


Quick Video Guide



To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.


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