LodgeiT Smart Excel Utility is an Excel Plugin that provides the ability to convert just about any excel report from any accounting system into a format that can be easily consumed by LodgeiT or AccFx. This will save you time on re-keying facts as well as provide a more accurate outcome.
LodgeiT Smart Excel Utility requires Excel 2007 and above, and Windows XP and above (all OS)
Lodged Add-in works with all versions including office 365 and 2016.
However, user should make sure two things:
1- Office 365 local version should be installed(which is visible in Programs and Features) 2- prerequisites should be installed
Check this link to know more about
Make sure to close any Excel file before downloading LodgeiT Smart Excel Utility Tool.
Open the file "setup.exe"
Continue by clicking "Run" followed by other set-up process.
Choose what is advisable for your firm:
Import Financial using LodgeiT Direct Excel Import - This can be use for those client who do not have an accounting software. You may import financials data for Annual, Quarterly or Monthly periods. LEARN MORE
Extract from Accounting Software and Import:
Import Financials using LodgeiT Smart Excel Utility - This feature is a process to convert excel reports for Elite software into a format that can be easily consumed by LodgeiT, this will save time re-keying facts as well as provide a more accurate outcome.
Just import over the top of the data again.New import will replace old import. There is a refresh data button. on the Financials Tab next to the software type.
Removing the data - We tried to prevent this issue with a warning on the import screen about connecting the wrong data source since this is a current system limitation i.e. not being able to delete data.
Please send a printscreen showing Financial screen so we can see URL and tech team will need to dump the data in the backend.