HIGHLIGHTS VIDEO: v2016.3 release (28:39)

 

Key points covered:

Building the Chart of Accounts manually (starts 2:05)

  • Adding elements and subtotals (2:40)
  • Visibility of inbuilt elements (3:25)
  • Setting element options (4:28)
  • Adding elements in precise locations (5:47)
  • Click and drag subtotals (6:18)
  • Adding balance sheet elements (7:25)

Building the Chart of Accounts by Mapping from MYOB/Xero (starts 8:09)

  • Building a model via Integrations (9:00)
  • The new MYOB/Xero account mapping screen (9:55)
  • Click and drag mapping - single elements (10:52)
  • Archiving elements (11:26)
  • Click & drag mapping - multiple adjacent elements (12:28)
  • Click & drag mapping - multiple nonadjacent elements (13:55)
  • Sorting the account mapping screen (14:45)

Importing Data from MYOB/Xero (starts 19:32)

  • Importing Opening Balances (19:32)
  • Enabling Actuals (19:58)
  • Importing Actuals Data - single or multiple months (20:16)

 

 

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