Introducing File Management

A Dedicated File Management Module

Managing files in Pegasus is now simpler and more organized.

You’ll now see a File Management module in the top navigation (identified by the file icon to the left of Mapping). This module creates a single workspace for managing files moving in and out of Pegasus, eliminating the need to hunt across different parts of the platform.

The module is organized into two sections: Exports and Imports.

Exports

The My Exports page has moved! You’ll now find this table in the Exports section of the File Management module, to help you quickly view, download, and manage all Pegasus-generated files in one place.

Imports
Within Imports, files are now organized into clear status views so you can immediately see where each upload stands. The My Imports page provides a consolidated view of all files uploaded into Pegasus with clear status indicators so you can track progress and identify issues quickly. If Pegasus detects an issue with one of your uploads, you’ll now be able to use the Import Wizard, a guided workflow that walks you step-by-step through the upload process to help ensure files are mapped and submitted correctly. From the same area, you can also access the Upload Templates page, a repository of all the standardized templates used for manual uploads, which eliminates the need of tracking down individual templates across the platform.

Together, these updates create a centralized space for managing every file associated with your Pegasus workflows.

Imports: Fewer Surprises

Manual uploads are part of the operating rhythm for many finance teams. But when errors aren’t surfaced clearly, they create unnecessary rework and reporting risk.

The Import Wizard changes that.

How It Works

When you upload a file:

1. Pegasus begins processing the upload and notifies you in the platform.
2. If issues are detected, you’ll be directed to My Imports to review them.
3. From there, you can launch the Import Wizard to fix problems before processing continues.

Errors fall into two categories:

• Formatting errors (such as missing columns) that will require a new upload
• Data issues that can be corrected directly in Pegasus through the Import Wizard

Inside the Import Wizard

Problematic cells are highlighted:

• Red = must be fixed before processing
• Yellow = warning to review before submission

Hovering over a flagged cell provides clear guidance, for example:

• “Transaction type is invalid.”
• “Entity name not recognized.”

You can edit values directly in Pegasus, delete problematic rows, or download the file to fix externally and re-upload.

Bulk controls allow you to remove rows with warnings or high-severity errors in one step.

The result: no silent failures and no mystery missing records.

Why This Matters

For finance teams, especially in private equity-backed environments, data rarely arrives perfectly structured. Manual uploads, exports, and mapping updates are often part of the normal operating rhythm.

File Management is designed to make those workflows easier and more reliable. Instead of chasing formatting issues or tracking down errors after the fact, teams can quickly identify, clean, and validate their data directly within Pegasus.

The result is a smoother workflow for managing uploads and exports—and greater confidence that the numbers flowing through Pegasus are accurate and ready for reporting.

What’s Next

The Import Wizard currently supports check uploads, with support for mapping and working capital uploads coming soon.