User Guide

Quick Start Guide
This Guide Reportance is a software application for accountants that connects directly to client accounting files, combines them into a common ledger, a...
Mon, 13 Nov, 2017 at 2:04 PM
How Reportance Files Work
Return to contents Summary Reportance acts as a central hub where accounting information is collected from client accounting files, compiled in...
Mon, 15 Jun, 2015 at 1:24 PM
Client Info
The Client Info screen is the main screen that contains the datasets for your client. From here you can Add Dataset to add a new Dataset. Click Add...
Tue, 10 Nov, 2015 at 4:26 PM
Entity
Getting There The Entity screen can be accessed in several ways. 1) When you first create a Reportance file, you are automatically taken to the ...
Tue, 10 Nov, 2015 at 4:10 PM
Sources
You can access the Sources screen from within the Information Tab of the Dataset screen, or by going to the Data drop-down menu and selecting Sources. ...
Tue, 10 Nov, 2015 at 4:38 PM
Sourcing Data
Return to contents Prior to reviewing this element of the training material, we recommend getting a broad overview by watching the introductor...
Tue, 10 Nov, 2015 at 5:01 PM
Dataset
You can access the Dataset screen from the Client Info main screen by clicking Add Dataset or by clicking Edit on an existing Dataset. At it...
Tue, 10 Nov, 2015 at 7:04 PM
Importing from Excel
Setup Reportance File Prior to importing data from Excel, you must setup a Reportance file with a Dataset to receive an Excel source. To do this, cr...
Wed, 17 Oct, 2018 at 4:25 PM
Accounts
The Accounts screen is how you configure your clients various chart of accounts into the Reportance master chart. On the right hand side of t...
Mon, 16 Feb, 2015 at 3:21 PM
Managing the Chart of Accounts
Return to contents The Chart of Accounts is configured in the Accounts screen.  On the left hand-side of the screen is the 'Master Chart&...
Wed, 29 Nov, 2017 at 7:39 AM