General Settings

How to check if who are the clients assigned to a specific team member as "Assignee"?
Go to Clients and then click the dropdown to see all the team members (dropdown selection). Select the team member name (sample is AC Doe) to see all client...
Wed, 27 Aug, 2025 at 3:56 PM
Adding an Outside Collaborator
What is an Outside Collaborator? An Outside Collaborator is a special role in LodgeiT designed for external users who need access to specific clients or wo...
Tue, 14 Oct, 2025 at 4:20 PM
International Address / Overseas Post code
Illustration: Completing a tax return for an individual who lives overseas, but the system is not allowing me to use a postcode that is 6 characters long A...
Tue, 14 Oct, 2025 at 6:58 AM