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Upload or delete accounting files

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This guide applies to importing to an individual organization, to import accounting files to a group, see the guide 1.2 Upload accounting files. 

Upload accounting files 

Start by clicking "Financials" and "Data Management" in the left menu. In the " Accounting " tab, click the "Upload accounting files" button.

If this is the first time you upload files, it looks like the image below.

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You can choose to upload the file by clicking or dragging and dropping the file(s) into the box.

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If there has been accounting since before, it looks like the image below.

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Delete accounting file

Here you also have the option to remove accounting files by clicking the icon with three dots (...) after the respective file and selecting "Remove".

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Confirm with OK on the following question.