Engagements
15 articles across 4 sections.
File Preparation
8 articles- Create a custom mapping file (.ini)
- Get CloudBridge
- Import the trial balance from a CSV or Excel file
- Self-manage backups
- Self-manage backups feature limitations and workarounds
- Sync a trial balance across engagements in different Cloud apps
- Transfer engagements in bulk with CloudBridge
- Transfer individual engagements with CloudBridge