Upload Documents to Workpapers

Modified on: Tue, 9 May, 2023 at 7:07 AM

Select your Client, and click "Workpapers"

Press "Add Set"

Fill the details -

You have an option to "Upload Files" of "From Library".

"From Library" means document from your Client "Files"

Note: LodgeiT doesn't import accounts having zero amount, i.e. all financials imported contains some value

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