If you are using one of Ampla’s credit offerings, including the Growth Line of Credit or Ampla Corporate Card, you will be required to update your financial information within the Ampla platform on a monthly basis. This article will outline how to upload the necessary information and ensure it is up to date.
Integrations:
The ‘Settings’ tab within the Ampla Platform shows active banking and accounting connections relevant to your financial reporting. After you log in, you will find this icon at the top right of your page.
Here you will be able to see which accounting platform, bank accounts, and e-commerce platforms are connected, as well as any previously disconnected accounts.
As you can see in the above screenshot, connected accounts are shown in green and disconnected accounts are marked in red. To reconnect any disconnected accounts, please click the drop down button and choose “Relink”.
To connect a new bank account or any additional accounting / software connections, you can click the “Add…” button that is located on the right side, in each section.
Manual documentation upload:
While direct integrations are the easiest and preferred way to ensure your information is up to date, at times you will be required to upload manual documents. To do this, you will need to navigate to our ‘Financial reporting’ tab, in the Settings drop down.
From the Financial Reporting page, you will be prompted to upload any out-of-date documentation that is required. If you want to proactively upload documentation, you can do so by clicking into the reporting category relevant to the document(s)you are looking to upload, and then you will have the option to submit the new document(s).
NOTE: If you do not see ‘Financial reporting’ as an option in the drop down, please select ‘Self Reporting’, which will allow you to upload your financial statements. From here you will be able to upload your P&L, Balance Sheet, AR, AP, Inventory, Budgets, and Bank Statements.
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