This guide provides instructions on
- Selecting the appropriate report from your accounting software - Generating the report to Excel - Transforming the Excel report to LodgeiT Smart Excel Utility Format .XML for use in AccFx & LodgeiT Tools
Now, open the Excel file in Excel. As long as the LodgeiT Smart Excel Utility Plugin is loaded, you will be able to select Profit and Loss & 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. Also the current or historical Profit and Loss Report can be generated from the report.
Here is a small sample of the report, viewable in either Notepad or Internet Explorer
Related help Article:
Installing LodgeiT Smart Excel Utility ?
Generate LodgeiT Import Files from Any Accounting System
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