How to Overwrite Example Company
To overwrite the data in the Example Company:
- Click on your name at the top right hand corner and select Settings
- Click on the Companies tab on the left
- In the "-Actions-" bar next to the CFO Scoreboard Example, select Edit Company Settings
- Change the Company Name, Industry and Accounting System and save changes
- Once the changes are saved, click on the Companies tab on the left
- In the "-Actions-" bar next to the company's name, select Upload Statements
CFO Scoreboard will only overwrite the dates that are being uploaded. If the existing company has data for 2012 - 2016 and you upload a set of statements that only covers 2016, CFO Scoreboard will only overwrite the figures for 2016 and will not touch 2012 - 2015.