This guide shows how to refresh SBITA imports and data store queries within the component and open the related journal entry and lease period spreadsheets. Follow these steps to make sure your SBITA fund and journal entries are current and properly submitted for processing.
Component Data Refresh
- To ensure that all lease data has been submitted, click on the three dots beside the top-level report folder. Select "Data", and then click "Submit All".
- To refresh all the data in the reports, navigate to Data > Refresh Data Store Queries in the component menu
- Select all queries and click "OK" to refresh
Journal Entry Analysis
- Expand "Lessee Journal Entries - SBITA" folder.
- Double-click on any journal entry sheet to open the report.
Lease Period Update
Changing Lease Fiscal Period
- Expand "Lease Period for JE" folder.
- Double-click "Lease Period" to open the spreadsheet.
- In the cell K4, you will find the current fiscal period for your lease templates. To update the lease fiscal period, simply type in the next fiscal year.
- Select "Submit" from the Prepare menu to update the lease period
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