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.