Month-End Historical Balance Upload is a service provided by the Earnings Edge Accounting Services team, where we load your month-end historical balance data into CBX for your reference. After ordering this service, a member of the EEAS team will be reaching out to gather additional details needed to begin your project.
What information will we need from you?
- A list of months that you would like data loaded into CBX.
- A detailed trial balance for each month that you would like data loaded. (Excel format required)
Once we receive the information required, the EEAS team will work to load your month-end historical balance data into your CBX general ledger history. Once this work has been completed, the EEAS team will send you CBX trial balances for each month requested. This will allow you to verify the balances and ultimately sign-off on the work completed.
