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:
In LodgeiT, browse to Settings > Export to view the two reports:
ATOmate - Clients
ATOmate -Tax Returns
4. Click CSV for each report.
5. The CSV files will download.
6. Save both files into the ATOmate\Export folder or drag/drop to the Upload Tool on your Dashboard.
End of article.