Use the pages in Setup 3 to define and load data in the corporate (Corp) spoke model.

For each page, follow the actions outlined in the table below.

PageActions
S3.01 Load data and metadataTo refresh data and metadata from the Data Hub, select Refresh.
S3.02 Maintain FX rates

To maintain the actual foreign exchange (FX) rates: 

  1. Use the dropdown at the top-right of the page to select a scenario.
  2. Select Refresh FX rates.
S3.03 Load trial balance

To refresh the trial balance from the Data Hub:

  1. Select Refresh balance.
  2. To view the trial balance for a specific combination in the Trial balance grid, use the dropdowns at the top-right to set the:
    • Entity
    • Department
S3.04 Load trial balance subledger

To load trial balance subledger for Net Fixed Assets accounts:

  1. Select Refresh balance.
  2. To view the trial balance for a specific combination in the Trial balance grid, use the dropdowns at the top-right to set the:
    • Entity
    • Department
    • Account

Also see Page options.