Upload Accounting Reports

Follow these steps to upload reports from the accounting system.

1. Login to DonorElf and click on your name in the upper right hand corner
2. Select 'Upload Data'
3. You will be taken to a page like this
4. By default you will want to keep the Only upload new data check box checked.
5. For each file section, click the Browse button and select the corresponding file
6. Click the Upload button after you have selected all the files
7. Progress bars will then appear showing you the progress of the upload
8. Once the upload is complete, a modal will appear letting you know the upload was successful

After you have completed the upload, the files still need to be processed, so you won't see the new data in DonorElf right away. It will usually take 10 or 15 minutes before you see the new data.