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.

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.