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Go to Process Analysis / + Upload financial statements / Upload financial statements and accounting situations in any format or upload from Home
Click on Select a File (or drag the file to the orange area)
Select the file from your PC and wait for it to load
Click on Import
wait the completion of the operation
The procedure described below allows you to upload financial statements and accounting situations NO still available in the Official Register of Companies or Other Suppliers. Therefore, these are balance sheets and accounting situations proprietary.
Some examples of files that fall into this category.
- XBR extension format EXCEL Info cameras
- PDF Infocamere budgets
- PDF extracted from the main management software (Zucchetti, Teamsystem, Sistemi, etc)
- XLS e CSV from the main management software (Zucchetti, Teamsystem, Sistemi, etc)
- XLS, PDF of software mainly used in the financial system (ModBilJ, Galileo, etc)
At the same time as the upload, the accounting data they are automatically reclassified.
If the file to be managed does not fall into any of the categories, the user can use the L1, L2, L3 template loading procedures or the manual input procedure on predefined templates. For more details see Menu +Load Balances.
Video pills
How to process financial statements in format with Leanus CSV of the Galileo application
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