Overview
Multi-company uploads allow you to share data for several companies at once using a Group. A Group acts as a template that organises all your companies together, so you can upload one or many at a time without creating separate engagements manually.
Please note: This feature currently only supports NetSuite; other accounting packages will be added in the future.
Before starting
Your relationship manager will set up a Group for you. When you receive an invitation, it will look exactly like a standard engagement invitation. Once accepted, the Group will appear on your dashboard. Please get in touch with your relationship manager or support@validis.com if you can't access the group.
Uploading your data
First, log in to your portal. On the Dashboard, click the Groups tab.
Use the drop-down menu to locate the Group you want to upload for. Click Share to begin.
Only accounting packages that support multi-company uploads will be shown. If just one is available, it will be pre-selected for you. Click Next to continue.
You'll be directed to log in to your accounting package. Once authenticated, you'll be returned to the portal automatically.
You'll see a list of all companies available under your account. From here you can:
- Browse or search the full list
- Select one, several, or all companies to include
Click Next once you've made your selection.
If you don't see your company, use the Reconnect as a different user option on the company selection screen to re-authenticate with a different account.
Review the list of companies to be included in this upload. You can deselect any companies you don't need to upload right now; they'll remain part of the Group for future uploads.
This is useful for follow-up uploads: for example, if you uploaded 10 companies last month and only need to refresh 3 of them today.
When you're happy with the selection, click Next to start the uploads.
That's it! Each company will be uploaded one after the other into its own individual engagement. You'll receive the same upload notifications as you would for a standard upload, and you can view and extract data in the same way.
Future uploads
Once a Group has had its first upload completed, you'll see two options:
- Share — Go straight to the confirmation screen to re-upload for all or a selection of companies already in the Group.
- Manage company selection — Permanently add or remove companies from the Group before uploading.
Please note: The accounting package for a Group cannot be changed after it is created.