You can choose to update the data directly through the interface or using the data import functionality. We offer custom templates for income and costs as well as your PnLs. Additionally, if you use another software for your financials, you can use an integration to automatically update the information. Contact our sales team to learn more about this.
To update through the user interface, click on the three dots next to the dates and select “add a value.” In the popup, fill in the information including:
- The year and month for the data to go to
- The correct account map (read more here about creating an account map)
- The account this is for
- The account value in your desired currency
After this, remember to press ‘save’.