Importing Financial Statement Historical Data
Intro
You can import financial statement historical data from a data source file via the “History” tab of the “Financial Workbook” page.
You can choose to review information for each fund and account period included in the import once inbound data has been processed. You can then decide to either accept or reject the pending import.
If the import is accepted, the contents of the “History” tab are refreshed to display the imported values. Results of any given import operation may be seen via the “Archive” page.
Certain functionality in this application area requires you to have one or more specific user rights. For more information about any given right (i.e., what functionality it governs, etc.), please see the “Available User Rights” topic.
- “Open Dataload Archive Page (ArcFiling)”
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“Open Dataload Archive Page (ArcReporting)” (show/hide more granular rights)
- “Open File Server Page”
- “Open Financial Workbook Page”