Send your files through the Manual Upload window
Use this only if you have been directed to under a Managed Service agreement, or you have a backup to provide. Backup files are only processed where there is an active support case. If you are uploading under a Managed Service agreement, upload data for both your General Ledger and your Trial Balance.
The status of your engagement will not change until the file has been processed. Please contact support if you need assistance. (support@validis.com)
Step 1: Open your engagement
Go to your dashboard, select the engagement you are uploading data for, then select Share Data Now.
Step 2: Open the Manual Upload window
On the Which accounting package do you use? step, select the upload icon in the top right of the screen, beside the help icon.
This icon only appears on portals where the feature has been enabled. If you cannot see it, contact support.
Step 3: Choose your package and add your files
The Manual Upload window opens, showing the engagement name and the managed service notice. Fields marked with an asterisk are required.
- Start typing your accounting package into the search field, then select it from the list.
- Select Upload files, or drag your files into the Drop your file here area.
- Select Upload.
File requirements
- For General Ledger and Trial Balance, the accepted formats are .XLS, .XLSX and .CSV
- The upload size limit is 1.5GB
- Files must be named and formatted as set out in the Validis requirements for your package
Accepted formats vary by accounting package, so the window updates once you have chosen yours. For backup files rather than report files, see Expected Backup File Formats.
Step 4: Check your upload
Your upload appears on the Backups tab of the dashboard with the status Uploaded. Check the upload date, the number of files, and the accounting package. Select the arrow beside the date to see the individual files.
The status of your engagement does not change until the file has been processed. Processing times vary with the size of the file and the accounting package, and support will be in touch once it is done.
If you need help at any point, select Contact support in the Manual Upload window.