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Importing a Class Super Fund Trial Balance

Step 1 - Choose your Import Source and Login

 

Step 1 - Log in to Class Super

  1. Ensure you are in the Working Paper Index of the Fund you want to update the Trial Balance for;

  2. Click on Working Trial Balance | Import Working Trial Balance;
    TB_screen.png

  3. Select Class as your import source;
    import_source.png
  4. Click the Establish Connection to Class button                establish_connection_to_Class.png
  5. On the Import screen, enter in your Class username and password;Class_Login.png
  6. Where applicable, you may be required to enter a security code for Multi-Factor Authentication as per the example below. Select Remember this device for 30 days to remember these details.          Class_MFA.png
  7. Click Allow Accessallow_access_class.png
  8. Click the Close buttonClass_connection_successful.png
  9. Click the Select Fund buttonSelect_Fund_button.png
  10. Select the correct fund from the list. Click Import from this fund.         select_fund_Class.png
  11. You have now successfully imported your Trial Balance from Class.import_successful.png
  12. Returning to the Trial Balance screen displays the accounts successfully importedimported_TB.png 
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