Exporting and Importing from/to Data Input Forms, such as General Revenue and Expenses

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• Subscription Revenue

  There are 3 videos in this page showing you how to use the Subscription Revenue module, they are: - Setting up Subscription Revenue - Inputting data for Subscription Revenue - Importing data for Subscription Revenue Setting Up Subscription Revenue ...

• Why my Dashboard and Reports data are different than Revenue/Expenses Input?

  After you input have input Revenue or Expenses data, make sure you run the calculation task to update the Report Models. This task can be found on the dashboard's warning or the Admin menu. If you are not the Project Admin, please advise your Project ...

• My Import status shown Pending COA Mapping status, and no actual data on my reports. What should I do?

  Pending COA Mapping indicates that there is at least 1 account is not mapped yet to the Rapidstart Forecast Common chart of account (including new account). To map and reload the Trial Balance data, you can navigate to Admin > Mapping Import TB ...

• Why can't I find the actual period that i want to import on the Import Trial Balance screen?

  There are 2 possibilities: 1. The period is not part of the existing periodicity (Historical years, current year, and forecast/budget years), which mean you can not import data for periods which do not exist in the project. 2. The period is not ...

• Import an Entity's Trial Balance data from CSV text files

  This video illustrates how to import an entity's Trial Balance data from a comma delimited text file (CSV files). This is the simplest and most universal method of importing data from an accounting or ERP system for which we don't have a connector. ...