Skip to main content
Analyze

Client: Respond to a ledger request

Respond to a ledger data request by opening your notification email, selecting your accounting package, and signing in to begin data extraction.
You may get ledger requests via email that will have a subject containing
[Firm Name] has requested ledger data for [Request Name]
.
  1. In the email, select
    View Request
    .
  2. Select the accounting package from the dropdown.
  3. Select
    Continue
    .
  4. Sign in with your
    administrator credentials
    .
Data extraction begins automatically and will continue if you close the page before it's finished.

This article applies to:

  • Product: audit-intelligence
  • Sub-Product: ai-analyze