This guide provides instructions on
a. Selecting the appropriate report from your accounting software
b. Generating the report to Excel
c. Transforming the Excel report, make sure to download the LodgeiT Smart Excel Utility (this will generate an xml file that needs to import via LodgeiT's "Financials"
Now, open the Excel file in Excel. As long as the LodgeiT Smart Excel Utility Plugin is loaded, you will be able to select Standard Balance Sheet & transform the Excel report to a normalized AccRip format XML output.
Here information for the report can be added like Name, Company, ABN and Generated Source
Here is a small sample of the report, viewable in either Notepad or Internet Explorer
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