Uploading a Financial Statement:

1. Click the 'New Financial Document' button.

2. The ‘New Financial Document’ form will appear, start by giving the document a title.

3. Click ‘Choose File’ to find the desired financial statement on your computer.

4. Select the Statement End Date.

5. Select the 'Type' (optional) button to assign a statement category. You can choose from the existing options or create a new type.

6. Select the 'Limit to Specific Groups' button to restrict access to the Financial Document.

7. Click the blue 'Submit' button to save.