Sample · Finance and spreadsheets · 2 steps · 0:09
How to refresh the ledger data in the close workbook
The close workbook holds a copy of the ledger. Refresh it before you review, so you work on today’s figures and not last week’s.
Alert
A refresh can take a minute. Wait until it has finished before you sort or export, or you may be reading half-loaded rows.
Sample guide · drawn screens · nothing here was recorded from a real system