Feed Sources and It's Logs

While the Configuration section (covered above) defines feed types and mappings, the Feed module in the main sidebar is where you actually see the staged data flowing through those feeds. This is the operational side — browsing feed sources, inspecting individual records, filtering by date, and exporting data.

Accessing Feed Logs

1. In the left sidebar of Sumo Ledger, click Feed (listed under the main navigation, between Table and Connect).
2. The system displays a list of all available feed types, each shown as a row with its ID and Name. For example, you might see bank_statements as both the ID and name of a configured feed.
3. Click on any feed type name to drill into its feed sources.

Feed Sources

After selecting a feed type (e.g., bank_statements), you land on the feed sources screen. The breadcrumb reads Feed > bank_statements (or whichever type you chose).

This screen lists every feed source registered under that type. Each row represents a distinct data source — for instance, a specific bank account — and shows columns like:

Column	Description
Source Ref ID	A unique reference identifier for this feed source, typically system-generated.
Account Name	The name associated with this feed source (e.g., a customer or account holder name).
Last Sync Date	When data was last pulled from the external source into this feed.
Account Opened Date	The date the account was originally opened at the source.
ID	The internal system identifier for this feed source record.
Reporting Group ID	The reporting group this feed source belongs to (e.g., default_reporting_group).
Mapped fields (a, b, c, account_id, etc.)	The remaining columns correspond to your feed mapping values. These reflect how the raw freetext fields have been translated based on your Feed Mapping configuration.

The screen also provides a Filter dropdown and a Search bar at the top for narrowing down results.

Creating a Feed Source

1. On the feed sources screen, click the Create Feed Source button in the top-right corner.
2. A dialog appears with the following fields:
   • Account Name: Enter the name for this feed source (e.g., the customer's name or account label).
   • Select Reporting Group: Choose a reporting group from the dropdown. This determines how the feed source data gets grouped in reports.
   • Feed Type Id: This field is pre-filled with the current feed type (e.g., bank_statements) and is typically not editable.
   • Additional Information (+): Click the plus icon to expand and add any extra metadata fields if needed.
3. Click Create to save. The new feed source appears in the list and is now ready to receive incoming data from the external system.

Viewing Feed Records

To inspect the actual staged data for a specific feed source:

1. From the feed sources screen, click on the row of the feed source you want to examine.
2. The system navigates one level deeper, with the breadcrumb showing Feed > bank_statements > [Source ID].
3. The records table displays each individual feed entry with columns such as:

Column	Description
Id	Unique identifier for the feed record.
Value Date	The value date of the transaction.
Posting Type	The type of posting (debit, credit, etc.).
Amount	The transaction amount.
Closing Balance	The running balance after this transaction.
Ref ID	A reference identifier linking back to the source transaction.
Reporting Group ID	The reporting group assigned to this record.
Transaction Type	The category or type of the transaction.
Free Text 1–10	Additional data fields from the source. These correspond to the raw freetext columns and carry whatever extra information the source system provides.

Filtering by Date Range

At the top-right of the feed records screen, a Date Range indicator shows the currently active period (e.g., 2026-04-13 to 2026-07-13). Click on it to open a dropdown with preset options:

• Today — show only today's records.
• Yesterday — records from the previous day.
• Last 7 Days / Last 30 Days / Last 60 Days / Last 90 Days — rolling windows of recent data.
• Last 180 Days / Last 365 Days — for broader historical views.
• Custom Period — lets you define a specific start and end date manually. Select a range and the table refreshes to show only records that fall within that window.

Exporting Feed Data

To download feed records for offline analysis or reconciliation:

1. On the feed records screen, click the Options button (located near the top-right, next to the View button).
2. A dropdown appears with the option Export to Excel.
3. Click it to generate and download an Excel file containing the currently displayed records (respecting any active date range or filters).

Customizing the View

Click the View button (next to Options) to open a panel with three groups of display settings:

Display — controls the density of the table layout. Choose between Large, Default, or Compact depending on how much data you want to see at once.

Row Style — changes the visual treatment of rows. Options include Bordered (each row outlined), Row-lines (horizontal lines between rows), and Stripes (alternating shaded rows for easier scanning).

List Options — a set of toggleable column chips. Each chip represents a column (Id, Value Date, Posting Type, Amount, Closing Balance, Ref ID, Reporting Group ID, Transaction Type, Free Text 1 through Free Text 10, etc.). Click a chip to show or hide that column. This is useful when the table has more columns than you need — hide the ones that aren't relevant to keep the view focused.

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Quick Reference

Task	Where to Go	Action
Browse feed types	Sidebar → Feed	View the list of feed types
View feed sources	Feed → click a feed type	Browse feed source records
Create a feed source	Feed → feed type screen	Click Create Feed Source, fill in details, click Create
View staged records	Feed → feed type → click a feed source	Browse individual feed entries
Filter by date	Feed records screen	Click Date Range, select a preset or custom period
Export to Excel	Feed records screen	Click Options → Export to Excel
Customize columns and layout	Feed records screen	Click View, adjust Display, Row Style, and List Options