This guide provides instructions on

a.  Selecting the appropriate report from your accounting software

b.  Generating the report to Excel

c.  Transforming the Excel report to LodgeiT Smart Excel Utility Standard Format .XML for use in AccFx & LodgeiT Tools

Now, open the Excel file in Excel. As long as the LodgeiT Smart Excel Utility Plugin is loaded, you will be able to select Standard Balance Sheet & transform the Excel report to a normalized LodgeiT Smart Excel Utility format XML output.

Here information for the report can be added like Name, Company, ABN and Generated Source.

Here is a small sample of the report, viewable in either Notepad or Internet Explorer


Next: Extract & Transform Tally Profit and Loss Report


Related help guide Article:

LodgeiT Smart Excel Utility

Generate LodgeiT Import Files from Any Accounting System

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