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FAQ

General​

Do I need to sign in?​

Yes, you ou need to sign in with your Microsoft credentials.

Table Import​

Which files are supported for table import?​

LedgerQ is designed for Excel xlsx workbook imports used in Word reporting workflows.

My table import failed. What should I do?​

Re-run import by verifying the sheet name, cell range and ensure that you've selected the right Excel file.

Can I refresh imported tables later?​

Yes. Use the refresh action for previously imported tables to pull updated source values.

Custom Table​

How is Custom Table different from Table Import?​

Table Import copies an Excel range as-is. Custom Table lets you define your own categories and value columns to build a pivot-style table from a range, and reuse that structure later via a saved template.

Do templates store the source Excel file?​

No. Templates only store the value columns, categories and sort options. You still choose the source file, sheet and range each time you use a template.

Annotations​

Can Annotations update both text and tables?​

Yes. Annotation will update both paragraphs and tables as per auditor comments.

Does Annotations respect the same formatting standards as Table import feature?​

Annotations respect the same formating standards as Table Import feature for numerical values and dates.

More Help​

See Contact for support.