UCOA Municipal Trial Balance Report - Load Data

Use the CT UCOA Municipal Trial Balance Report - Load page to specify the criteria for loading the required data for the report.

1. On the CT UCOA Municipal Trial Balance Report page, select Load.

2. Select the Year.

3. Select Load, and then Yes.

4. If data for the selected criteria is loaded, select Yes to delete and reload the data.

5. Save the Load Summary report file and select OK.

6. If errors are encountered, save the Load Error log and select OK.

7. Navigate to the file location.

8. Inspect the files. Refer to Maintain Data and update it as necessary.

9. Repeat these steps until all required data is loaded.