Step by step: Update the balance
1. Click the update icon
The button is located in the top right of the page, next to the company selector.
2. Select period
In the Update balance data window, choose which periods to update by selecting the desired range in the period selector.
Check Show 12 periods to view periods 1–12.
Check Update single period to only select the current period.
💡 If you want to retrieve data for the entire year, select the last period in the selector – this includes all earlier periods.
3. Choose automatic update (optional)
If you want the page to refresh automatically after the trial balance has been loaded, check the box Refresh automatically after a balance update.
4. Click “Update balance”
Once you have selected periods, click Update balance to retrieve the data.
💡 While the update is running, you can navigate as usual in the system, but you cannot save any changes until the update is complete.