Dashboard Matters Users

Development User

office_admin

Guard ACC Matters

G-2026-TEST2

Import spreadsheet

Upload an .xlsx fiduciary accounting workbook for this matter only.

Overview Documents Import Spreadsheet Financial Accounts Transactions Ledger AI Review Exceptions Reports Categories

Upload workbook

Excel workbook

Only .xlsx files are accepted. CSV, XLS, PDFs, and images are rejected.

Import sessions

Workbook	Status	Sheet	Created