Introduction

When uploading client ledger data for Spend Analysis it is important that it meets the following standards or the quality of the final presentation will be affected, there are 6 columns that can be added with only a few of these being absolutely required.

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Columns

Date

The first column is the date, this column is a requirement,please ensure that the date contains month day and year, the format can be mm/dd/yyyy, dd/mm/yyyy or yyyy/mm/dd. Also please ensure that only 12 months’worth of data has been uploaded.

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Financial Account Description

The financial account description column is not required but can be helpful as the tool will use this to further categorise the company,this column will be a text field with a description of the transaction.

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Memo/comments

This column is similar to the financial account description and can also be used in some cases to categorize the transaction.

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Vendor Name

This column is required as without the vendor name, we will not be able to categorize the transaction, please ensure that this is a text field.

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Amount

The amount column is also required, the amounts will need to be formatted as a number, and the currency will need to be the same.

Also make sure sub-totals aren’t included in this

Location

The final column is location, this is optional, as it only applies to a couple of visuals in the final presentation, this is a text field.

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Other Notes

·      The spreadsheet you are uploading only contains1 sheet with the information

·      The data does not need to be formatted as a table, but this would be best practice

·      The data should start from cell a1 in the spreadsheet you are uploading

·      The text in the spreadsheet can be written indifferent languages

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Example of a good data upload: