Updating financial data is fast and easy. We just need a few items:

• Your two most recent year-end trial balance file in Excel format with department-level detail (not a summary report) and the department code listing. If you're not sure how to get the file you need, check out the TIP SHEET.
  
  
  • Jonas Encore Users - Special Instructions
  • Jonas Users - Special Instructions
  • Clubessential Users - Special Instructions

• Your three most recent year-end audited financial statements.

Use the form on the right side of this page to send us your trial balance and audited financial statement files. We'll let you know when the data is processed into your account.