Trace will only access the data needed for to calculate your carbon footprint.
We only pull through your expenses. Typically this covers your suppliers, business travel and utilities.
We pull through invoices/bills and bank transactions, as these are attached to a supplier, which we need to categorise your expense. At the moment, we do not pull through journals as they are not attached to a supplier.
We do not get access to an individual's salary, superannuation or personal details. We also filter out all your revenue and taxes.
The only scenario where we may see more detail is for contractors that do not go through the payroll system, they may (depending on how you structure this in your accounting platform) come through as single line items. It is not easy for us to apply rules to exclude this automatically but you can do this through our app afterwards.
When we initially link your accounting software, we gather data from the past two years starting from the connection date. Subsequently, we update your data every 7 days. If you need to access older data, you can visit the "Data" section and look under "Your Account Integration."
By clicking that button, you can view the synchronized date range. You have the option to change the starting date to access older data, see the time remaining until the next sync, refresh the data, or even force a sync.
