In order to ensure that Arene Analytics reflect your Company's most recent accounting data, it is important to conduct periodic Data Refreshes. You may choose to conduct these at the close of each financial period according to your unique business processes. For example, if your business accounting is prorated monthly, you may wish to refresh your financial data after each month-end.
For Microsoft Excel data imports, the data upload process must be repeated manually each time a Refresh is required. Refer to: Connect a Data Source via Microsoft Excel
For QuickBooks Online data imports, the data upload process must be repeated manually each time a Refresh is required. Refer to: Connect a Data Source via QuickBooks Online
Coming Soon: QuickBooks Online Data Refreshes will automatically refresh when changes are detected, at a maximum frequency of once per day.
Business owners may choose to exclude the current month in progress, as the data may be incomplete.
NOTE: Arene restricts the maximum number of Data Refreshes as per your subscription usages agreement. Refer to: Arene Pricing Information
If you run out of Data Refreshes during the course of a month, additional Refresh packages may be purchased. Unused Refreshes will carry over to the next month.
Refer to: Arene 20 Data Refresh Pack