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Create a New Dossier

Before you can work with your own financial data, you must first create a Dossier.

A Dossier is the environment in which an organization's financial data is stored. It contains information such as the financial year, administration, and report structure.

Create a New Dossier​

Follow the steps below to create a new Dossier.

1. Open the Main Menu​

Navigate to the top bar in the Main Menu.

2. Click New Dossier​

This opens the screen for creating a new Dossier.

3. Enter the Dossier Information​

Fill in the required information, including:

  • The organization name.

  • The company details.

  • The accounting periods (this determines how many weeks can be displayed in the financial dashboard).

4. Copy the Mapping from Another Dossier (Optional)​

Under Copy Mapping From, you can select an existing Dossier.

If the chart of accounts in the new Dossier matches that of another Factview Dossier, you can reuse its mapping. This saves time and reduces the amount of manual configuration required.****Choose a Dossier if you want to reuse an existing report structure or mapping.

5. Click Save​

Click Save to create the Dossier.

Once the Dossier has been created:

  • Click OK.

  • Wait until the Dossier has been created completely.

  • Then click Go to the New Dossier.

You can now continue with Step 2 - Add Data to the Dossier.

Video (Factview Version 3)​

Still using Factview Version 3?

Watch the video below for a walkthrough of creating a Dossier in the previous version.