Spreadsheet setup

New spreadsheet setup

Use this page as the intake checklist before a protected Google Sheet is created or imported.

Back to Paradise Accounting
Permission gateFinance role
StatusDRAFT_INTERNAL
Public releaseBlocked
Approval pathFinance + governing

Setup checklist

Required fields

Entity lane501(c)(3), 501(c)(4), PAC, or BenefitAll LLC.
Fund and council IDRequired before any workbook can receive or send rows.
County/state IDRequired for county and future state workbook sets.
Public statusDefaults to NOT_PUBLIC until approved public summary records are locked.