A Source is where the financial information is being imported from into Reportance (e.g. MYOB, Xero). To access an entity's existing Sources select Source from the File Settings drop-down on the right-hand side of any screen inside the Entity File.
Adding a New Source
There are two ways to add a new Source:
1. A Source can be added by clicking the + New Source button from the Sources screen (accessed from the File Settings menu shown above).
2. A Source can also be added when creating or editing a Dataset. Click on Add New Source from the drop-down Source menu in the Dataset information screen as shown below:
From either method a dialogue screen will open up to allow you to select the following types of files:
Editing and Deleting a Source
To edit or delete a Source access the current data sources by navigating to 'Sources' from the File Settings drop-down on the right-hand side of any screen inside the Entity File.
This will display a list of currently available Sources. To edit or delete a Source click on the Source and a dialogue will open up. From this screen, a new file (of the same Source) can be added or the account can be switched. The data source Name can also be changed. An option to delete the Source is available on the bottom right.
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