Home
Canopy Engine
Engine Tutorials
Categories
Introduction
Account Structure and User Accounts
Data Feed Integration
Data Feed Request Procedures (Respective Banks)
Canopy Visualizer
Introduction to Canopy Visualizer
Uploading of Statements
Visualizer Tutorials
Alerts and Notifications
Classification Hierarchy
Hyper Personalized Dashboards
Explainer (Most Used Feature)
Canopy Engine
Introduction
Types of Transaction Formats
Uploading Transactions
Engine User Interface
Introduction to Accounts Creation and Groupings
Engine Tutorials
Reports
Introduction to Canopy Reports
Canopy Financial Statements Module
FAQs
Accounts
Data Privacy & Security
Data
Reports
Processing
General Ledger
Xero
Categories
Categories
Introduction
Account Structure and User Accounts
Data Feed Integration
Data Feed Request Procedures (Respective Banks)
Canopy Visualizer
Introduction to Canopy Visualizer
Uploading of Statements
Visualizer Tutorials
Alerts and Notifications
Classification Hierarchy
Hyper Personalized Dashboards
Explainer (Most Used Feature)
Canopy Engine
Introduction
Types of Transaction Formats
Uploading Transactions
Engine User Interface
Introduction to Accounts Creation and Groupings
Engine Tutorials
Reports
Introduction to Canopy Reports
Canopy Financial Statements Module
FAQs
Accounts
Data Privacy & Security
Data
Reports
Processing
General Ledger
Xero
Engine Tutorials
1. Introduction, Data Flow and Upload Sequence
2. Account Structure, UL 2.0 Fields Description
3. Stashboard Exception And Errors Normalization Validations
4. Transaction Types, Reconciliation
5. Control Tower [Internal]
6. Data Enrichment
7. Tickers
8. Price Derivation
9. Upload And Migration
10. Saving FX Rates [Internal]
11. Standards Of Processing
12. Asset-Specific Treatments
13. Bulk Actions Using UL
14. Datafeed Onboarding [Internal]
15. PDF Post-Processing Checks
16. Automated Rules
