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      • Data Management

      The Data section is used to manage financial structures and company data after onboarding.

      It separates shared financial structure from company-specific data to ensure consistency across entities.

      It is split into:

      • Organizational Data – shared financial statement design
      • Company Data – uploads, mappings, and financial values per entity

      Organizational Data

      Changes made here affect all companies in the organization.

      What you do

      • Maintain the shared financial statement design
      • Ensure consistent Totals, Subtotals, Level 1, and Level 2 positions across entities

      Drafts, impact & publishing

      • All changes are saved as drafts
      • You can review the impact of design changes on financials before publishing
      • Click Confirm to apply changes across the organization

      Confirming a financial statement design is not reversible.

      Translations

      • Positions are stored in the language defined in user settings
      • Default positions are translated automatically
      • Custom positions not yet translated are marked with 🌍︎
      • To translate custom positions, switch the language and adjust the financial statement design

      Company Data

      Company Data affects only the selected company.

      It provides a centralized overview of all companies and their data status.

      Company overview

      For each company, you can see:

      • Last sync – when financial data was last updated
      • Uploaded time range – which periods are available
      • Mapping status – whether unmapped accounts exist

      ⚠️ A warning indicator highlights companies with unmapped accounts.

      From this overview, you can perform three core actions.

      1. Upload Data

      • Upload or sync trial balances at any time
      • New uploads overwrite existing financial values
      • The upload process is identical to onboarding
      • Additional input formats and integrations will be added continuously

      Review before confirm

      • You will see the impact of overwritten data before confirming

      Confirming an upload overwrite is not reversible.

      2. Mapping

      • Open Mapping to edit account mappings in draft mode
      • Same functionality as during onboarding
      • Accounts from new uploads are always placed under Non-categorized
      • Users must explicitly review and map new accounts
      • Use ⚠️ filters to locate unmapped accounts quickly
      • Confirm or revert changes to publish them live

      3. Delete Data

      • Use Delete Data to remove financial values
        from the last uploaded month onward
      • Designed for corrections and re-uploads

      Review before confirm

      • You will see the impact of deleted data before confirming

      Deleting data is not reversible.

      • Financial statement designs are never affected
      • Account mappings are only removed if all company data is deleted

      Why it matters

      • Clear visibility into data health across all companies
      • Full transparency before committing irreversible actions
      • Full control over uploads, mappings, and financial values per entity