Using DataShare
Create Engagements, View Data, Edit the Chart of Accounts
Getting Started with DataShare
- What is DataShare?
- Setting up your DataShare account
- Branding your DataShare Portal
- Changing the Support button
- Changing T&C / EULA
- Customizing Emails
Training Library
Managing Users
Engagements on DataShare
- Inviting a second user to an Engagement as an SME contact
- Configuring Additional Upload Information for Your Clients
- Adding Additional SME Contacts to an Engagement
- Requesting Data for an existing Engagement
- Starting an Engagement
- Adding an external Engagement (inviting a client)
Chart of Accounts (CoA)
DataShare Reports
- 12-Month rolling view of detailed reports
- Custom Reporting Packs
- Ratio calculations in the Financial Snapshot report
- Quality Score
- DataShare View Overview
- Report List
Audit Useful Reports
- PBC Replacement List
- Downloading financial statements for multiple years
- Extracting Data for Sampling
- Sales/Revenue by Customer
- Calculated Ratios within DataShare
- Search for Unrecorded Liabilities
Lending Useful Reports
Working with Analytic Platforms
Managing a Reconciliation
Month End Reconciliation
- Introduction
- 1. Selecting a Company
- 2. Reconciling Date
- 3. Groups
- 4. Reconciliation Ledger
- 5. Notified Debtors