Overview
To begin the Upload & Share process, you must be logged in to the Validis portal.
If you are sharing for multiple companies, click the Name Tile in the top-left to choose the Engagement you want to share data for. In this example, "Clothing Retailers - (LTD) 2024" is the active engagement.
Once the appropriate engagement is chosen, select Upload.
You will be redirected to the Select Your Accounting Package page.
Type in the search bar to locate the Accounting Package used for your company data. A drop-down menu will appear with various supported packages.
show example of the connect journey (list of guides) and one example for upload journey, add respective links for each.
Upload & Share
On the Upload Financial Documents page, we need the following standard reports for the period that has been requested. Select Choose File to upload the following:
- General Ledger
- Trial Balance
We support CSV, XLS, and XLSX.
Maximum file size: 100 MB per file
Once you have uploaded the files select Next to proceed.
Your shared data is now being queued for processing in the Validis central system.
You can view the progress of your share in the Validis Portal (to see the current status you may need to refresh your browser). The status will change from Processing to Completed.