LodgeiT Export Operational Guide

Overview

These instructions explain how to export the report to ATOmate.

This is a tasks that is required regularly, recommended best practice is every second day.

Pre-requisites

• LodgeiT login credentials

• Up to date version of LodgeiT

Instructions:

1. In LodgeiT, browse to Settings > Export to view the two reports:

   1. ATOmate - Clients

   2. ATOmate -Tax Returns

Open

4. Click CSV for each report.

5. The CSV files will download.

6. Drag/drop both files to the Upload Tool on your Dashboard or save both files into the ATOmate\Export folder.

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