Monthly close
Six entities into one consolidated pack. India, US and ONYX are pulled
live from Zoho Books by default — attach an export instead (or
alongside, as a fallback) if you'd rather not rely on the live figure.
Delta is always live with no upload option; UK and Porto are always
uploads. Pick the period and run.
Checking the tag master…
Period — the month being closed
India — Impelsys Pvt Ltd
Zoho Books — Balance Sheet, P&L and the reporting-tag split pulled
automatically. If the pull fails, an export attached below is used instead.
Optional — only used if the Zoho pull fails.
US — Impelsys Inc
Zoho Books — Balance Sheet, P&L, the reporting-tag split and the
Rent-by-vendor walk pulled automatically. If the pull fails, an export attached below is used
instead.
Optional — only used if the Zoho pull fails.
ONYX
Zoho Books — Balance Sheet and P&L pulled automatically. If the pull
fails, an export attached below is used instead.
Optional — only used if the Zoho pull fails.
Delta — Delta Think Inc
Zoho Books — always live; there is no upload format for this entity
Delta's Zoho figures do not yet tie to its own published numbers, so a
failed pull excludes Delta from the pack and records the reason on the
Flags sheet rather than failing the close for the other five.