Using Sumday - Overview
Welcome to Sumday
You have been provided with free access to our market leading GHG accounting software.
Sumday is used by public companies through to small and medium businesses. It’s easy to use, without losing the quality and transparency your stakeholders expect (and beautiful, if we do say so ourselves).
The Sumday platform helps you easily:
✅ Import your data
✅ Complete Scope 1, 2 and 3 Carbon Accounting
✅ Engage with your value chain and provide them with support too
✅ Prepare reports to an audit ready standard
✅ Track progress to your carbon reduction targets
✅ Download business case templates for emission reduction
Sumday is designed with your finance and accounting teams in mind too, so invite them in.
How do you use Sumday?
We encourage you to book a kick off meeting when you land in the platform and bring along your team mates. In the kick off we will:
✅ Answer any up front questions you have
✅ Explain how to answer your requests
✅ Share context on how your requestor is using Sumday
✅ Take you through the free resources
✅ Help you agree next steps to make the most of it
You can easily book this from your home screen. Your kick off will be with a friendly accounting nerd who you can go back to throughout your free support period with any other questions.
Key Features you’ll love
Here’s a breakdown on what you can do in the Carbon Accounting tools.
Essentially, there’s everything you need to set a baseline or to enhance the carbon accounting you may have already done so you can answer the questions you’ve been asked.
Let’s go through the key features following the side menu on your left under Carbon Accounting.
Home Page: This shows which organisation you are in and quick links to the Academy, to start importing transactions, and start scope 3 engagement.
Assessments: This is where the carbon accounting gets done. Import your financial transactions via CSV template or Xero (our API is on the way for other platforms too) to complete your carbon bookkeeping for the reporting period in the Carbon Ledger. In Accounting, upload activity data to do your Scope 1, 2, 3 emissions assessment. In Overview, you’ll also see a breakdown of your scope 1, 2 and 3 emissions based on the work you do in Sumday.
Reports:
- Carbon General Ledger Report: See a breakdown of all emissions by scope, input, Emissions Factor and EF Database. Your auditors will love this.
- Carbon Trail Balance: A higher level summary of emissions by scope.
- Carbon Summary by Month: Great for exporting and integrating into more detailed reporting or PowerBi for example.
- Net Zero Graph: Insert targets and track progress.
Documents: Here you can upload any supporting links and files.
Engagement: Upload your own suppliers, send a template form and give them access to Sumday for 60 days. Track Responses in the dashboard and tables. Export answers for deeper analysis as you need. They’ll love the free help, after all, you won’t be the only customer asking for this data, but you may be the only one offering practical support!
Academy: Upskill with market leading courses in financed emissions, introduction to carbon accounting (advanced for those doing the accounting and more basic for general business stakeholders). Access articles, excel template business cases, workpapers and other tutorials. Suggest content if there’s something you’d love to see.
Making a start on your baseline
Import the Data
Start by importing your financial transactions for the reporting period in Transactions - if you don’t have access to these, speak to the finance team or your accountant, they will be able to give you an export so you import the right data. Here are some articles on the main ways to go about this:
Accounting for Scope 1, 2 and 3 Emissions
Take a look at these summaries to help you get started:
Upskill on the fundamentals of GHG accounting in the Academy.
Get in touch for more help by booking a kick off if you need it.