I want to embed my excel support spreadsheet into my reconciliation

Modified on Wed, Jul 24, 2019 at 5:10 PM

This can be done in the Enterprise Plus (E+) package of ART.


You can embed an Excel schedule into the reconciliations to include amounts, including calculations of amounts.  Click on the paper clip in the Attached Documents section of the Itemized List Form to attach the Excel file to be embedded.  Enter the name of the document and browse for the file.  Then select the File Type called Embedded Excel from the dropdown and click Upload.



Where you see the magnifying glass icon, click to expand the section.  Click the Add button to input content.



Select the file that was imported to be embedded.  Click on the file folder icon to open the spreadsheet.



The embedded excel spreadsheet will open.  Right click on the cell that contains the amount that should go into the rec form.  This can be a calculated amount.  Choose Use this for Amount and click Save.




The amount selected from the spreadsheet will automatically populate.  Enter other information and select Save.  You must input content for all fields with a red asterisk (*).  Best practices suggest that a description always be entered.  Whenever you see a paper clip, you can click to attach supporting documents.



The information entered will now be on the reconciliation form.  The embedded file can be accessed via the Attached Documents or the Excel icon in the line item.




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