With existing Xero connection user can import financials from Xero to LodgeiT. Imported Xero accounts and financial statements will automatically fill LodgeiT tax returns / SPFR reports with financials data based on Xero BS and P&L.
- Navigate to Financials, select the required Financial year and click Import from Xero
- While data is importing user will see following screen
- After import is completed the user will see Balance Sheet and Profit and Loss. Here user can inspect financial statements by changing period dropdown, refresh or delete financials, import data for other periods or navigate to accounts page.