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Community FAQs
FAQs from the Basis community.
How do I re-sync Integration values?How to refresh data from an integrations.
Why doesn’t Gross Profit % show up in the Quarterly and Yearly columns?Limitations of Gross Profit % and other percent-type line items in Summary columns.
Why is my P&L missing newly added Accounts found in my ERP system?How to bring in newly added Accounts from your ERP into Basis.
Why are the values showing !syntax when I copy and paste from Excel or Sheets?How to fix formatting errors when copy and pasting from Excel or Google Sheets.
How do I create a Scenario, Budget, or Reporting Package?How to request a new Scenario, Budget, or Reporting Package.
How do I update Scenarios with changes from another Scenario?Understanding Scenarios as sandboxes for financial experiments.
Does Basis support an Audit trail of Changes?Can you track who made edits to a Scenario?