Can we upload an excel file into Validis?
No - The Validis technology creates a temporary bridge between the general ledger application and the portal. The tool only works in two scenarios:
- The user who has access to the data in the accounting application clicks the button on Validis and uploads the data. Click here for data upload guides
- The user provides a backup which the Validis Support team will process to make the data available on the portal. For example, a QuickBooks backup has a .QBB extension. Click here for a backup upload guide
If Client Managers find themselves in situation 1 or 2, they should set up the engagement as “internal” instead of external. They will then be able to upload the data or submit a backup from the Menu in the top-right hand corner.
(Upload Data > scenario 1, Submit Backup > scenario 2).