Upload your Files

To enable us to assist with your setup, please describe:

  • what you want to achieve with XLReporting
  • the system(s) you want to connect to

In addition, please upload some example files, such as:

  • a list of your companies, departments, cost centers etc
  • your Chart of Accounts (a list of GL accounts and their grouping)
  • a Trial Balance for 1 or 2 months (closing balances per GL account)
  • examples of your current reports and forecasting models

Any Word, Excel, or Google Docs file will be fine.

The information you are sending us will be encrypted and stored securely. We will delete all files once we have completed your assisted setup.


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