Overview

The first page you see when you open an entity that already has a trial balance. It is also where Continue on the "Trial balance imported" screen takes you.

What you will see

• Header: the entity, its financial year and quick actions to open the workflow or upload another trial balance.
• Workflow: where the entity stands across Trial Balance, Mapping, Statements, Templates and Final.
• Needs attention: ledgers that still need review or mapping, and templates with unmapped lines. Each row opens the page where you can fix it.
• Financial snapshot: revenue, total expenses, EBITDA, profit before tax, cash, working capital and current ratio, calculated from your mapped trial balance. EBITDA shows "Pending" until all ledgers are mapped.
• Workspaces: shortcuts to MIS Studio, schema and templates.
• Recent activity: the latest imports, mapping runs and changes.

Good to know

• While automatic mapping is running the page refreshes by itself.
• Figures match the statements in MIS Studio because they come from the same calculation.