LodgeiT Smart Excel Utility (LSU) - This is an excel plug-in that provides the ability to convert any excel report generated from your accounting software into a format that can easily consume by LodgeiT, Learn more
First, download LodgeiT Smart Excel Utility (make sure to close any excel from your desktop machine)Extract the balance sheet to Excel format.
Once you have the exported file, Press the "LSU/LodgeiT" Tab and select "Reckon One"
You need to fill either ABN or TFN
Choose file location, it will be save as XML file. (You need to generate a separate XML for PL and BS)
BalanceSheet and Profitloss XML file are now ready for import in LodgeiT.
Make sure to drag or copy the file together for uploading.
If you need to make changes in the accounts, simply re-import after you've made those changes.
Once you've imported the files, navigate to and resolve any classification errors.
