If you have a new account in your financial report, you need to add a new row in the corresponding sheet in your Excel template.
Because our simplified tags are dynamic formulas, they will expand to include new rows.
You can find a full tutorial on how to update your Excel template here.
After you have added the new row, you can upload your updated Excel file without your PDF to the ParsePort Platform for a technical check.
In most cases, our system will pick up your new accounts and automatically associate them with the proper taxonomy element.
If your new accounts are not recognized by our system, please reach out to our Professional Services team for assistance.