Upload and Share Requirements

Before attempting to upload your accounts using Upload & Share, please ensure the following:

• You have exported the required reports from your package. 
  
  
• The exported files must each be in .CSV, .XLSX or .XLS file format and can't exceed 100MB in size. 
  
  
• If your package is not in the list you can select "Other package" and enter manually.
  
  
• You can upload these extracts directly to LedgerShare if they have the Minimum mandatory data:
  

  Report	Description	Mandatory data
  Detailed Aged Receivables	A financial report that provides a breakdown of outstanding accounts receivable balances by transaction at a specific point in time. It includes specific details for each debtor, such as transaction numbers, transaction dates, due dates, and amounts outstanding.	For LedgerShare to ingest the report it must include the following data as a Minimum: Debtor Name Transaction Date Transaction Balance  Transaction Number/ Reference
  Detailed Aged Payables	A financial report that provides a breakdown of outstanding accounts receivable balances by transaction at a specific point in time. It includes specific details for each creditor, such as transaction numbers, transaction dates, due dates, and amounts outstanding.	For LedgerShare to ingest the report it must include the following data as a Minimum: Creditor Name Transaction Date Transaction Balance  Transaction Number/ Reference

• Once you have exported your reports you can follow the guide here to upload the data to LedgerShare.