Securely sending the Universal Connector reports to Support

If the universal connector fails to upload you may need to send the reports as a backup to our support team for further investigation.

To submit a backup click menu at the top right of your screen and then select Settings. 

Select the engagement and the accounting package.

Click on Choose Detailed Aged Receivables and Detailed Aged Payables so select the two excel reports you with to upload. 

Once you have selected the Payables and receivables you must tick the box to confirm that the information provided is accurate, then click 'upload backup'.

Once uploaded successfully the file will be scanned for viruses and you will receive an email letting you know that the submission was successful. 

In the event that the virus scan fails you will receive an email notification with instructions on how to proceed.