Article Objective: To assist users with managing Sources within Active Ledger & Reportin, including adding and removing sources. Context: A source is where the financial information coming into a Dataset is being imported from (e.g. MYOB, Xero). |
Adding a new source
There are two ways to add a new Source:
1. A source can be added when creating a dataset. Click on Add New Source from the dropdown menu in the Source field 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:
Source | Details |
---|---|
Excel | This type of dataset is used when a direct connection is not available. The required fields are Account Name, Debit and Credit. See Dataset - Manage Sources - Excel Connection and Excel Data Import |
Active Ledger | Can be used to import a dataset from another Active Ledger client group and/or entity. This is great when creating a consolidation of many entities. Each entity can be imported as a dataset. See Dataset - Manage Sources - Active Ledger Connection |
MYOB | Creates a Livestream of data from MYOB Account Right or Essentials See Dataset - Manage Sources - MYOB AccountRight Live Connection |
Xero | Creates a Livestream of data from Xero Dataset - Manage Sources - Xero Connection |
Quickbooks Online | Creates a Livestream of data from Quickbooks Online Dataset - Manage Sources - QuickBooks Online Connection |
2. A Source can also be added by clicking the File Settings button within the Active Ledger file and clicking Sources.
Click the + New Source button from the Sources screen and proceed to add a new source.
Editing and deleting a source
To edit or delete a source access the current data sources by navigating to Sources from the File Settings dropdown 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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