Once your have imported your expenses from the Financial Data Upload tab, you can categorize them from the Categorization or Overview tabs to begin the monetary analysis of your emissions.
Categorization is a key element to ensure the most accurate estimation of your emissions. Make sure to select the correct category before validating each transaction. You must reach a minimum confidence score of 80% for this module to be considered complete. To enhance the accuracy of your report, we encourage you to aim for 100%.
It is important to note that this approach to greenhouse gas emissions calculation has limitations, particularly in terms of accuracy, as it does not take into account the specific characteristics of purchased products or services. For more precise calculations, we recommend combining it with the physical analysis available in our activity modules.
1. Categorization tab
Once your data is uploaded, you will gain access to this tab.
You will see your expenses grouped by similar descriptions. To view the transactions related to this grouping, simply click on "See x transactions" on the right.
You can also choose to categorize by accounting label, which will group more expenses together.
You will have three categorization options:
Confirm the currently suggested category (first suggestion).
Select one of the two other suggested categories.
Click on "Other" and navigate through the emissions category menu to explore all available categories – also accessible via this link.
Once the category is selected, you can click on "Validate and continue", and the next expense group will be displayed.
If you're unsure which category to choose, you can click on "Skip transaction".
2. Overview tab
2.1. Overview of emissions
2.1. Overview of emissions
The list of your transactions can be found below the graphs.
2.2 Validate, recategorize & avoid double accounting
2.2 Validate, recategorize & avoid double accounting
Select “Sort by relevance” in the sort options, above the list of your transactions. The transactions on top of the table are the most important to validate to increase your confidence score.
To act on one or multiple expenses at once, you need to select them and choose one of the following options in the Categorization Menu that will automatically appear:
Option 1: For each transaction in the list, if the selected category is correct, click on the "Validate" button to confirm the category.
Option 2: If the emission factor associated by the algorithm is incorrect, you can click on "Recategorize and validate X transactions" to assign the chosen category to the selected transaction
Option 3: To avoid double counting, expenses corresponding to activities that have been included on a different module in the platform must be marked as "Activity Data Duplicate" by clicking on Activity Data Duplicate Handler as well as categorized.
💡 Tip: You can use the search bar to quickly find a group of transactions by a supplier name or keyword. You can select all the found transactions with the "Select all" button, and validate the transactions in one click.
If you have any doubt regarding a transaction, you can leave a comment, and a climate expert will review it.
This section only appears by selecting one expense only.
Important: Greenly uses the exchange rate corresponding to the profile year (until 2023)
Use Case 1: If a transaction is in a currency other than EUR (e.g., USD) and no matching Market Emission Factor (MEF) exists for that currency (like Exiobase), the French MEF for the Purchase Category is converted to the transaction currency. The exchange rate used corresponds to the profile year (e.g., 2023, USD -> EUR).
Use Case 2: In the categorization module, there may be transactions in different currencies. The “total amount” displayed at the top right is calculated using exchange rates that align with the profile year.