Data fields can be used to auto populate your firm or client information into your excel documents.
For example, you can create an Excel worksheet that provides information of your Clients, File's year end date, as well as key values from your Trial Balance or Accounting Structure.
- Once you have completed updating your excel file, save your document. (Creating Excel Connect Fields)
The excel document must be saved in .XLSX format
- You can now use this document as part of your Firm Template or you can add the document directly into your Client's file.
- Once you have uploaded the document in your file, simple click on the "Apply Data Fields" button.
- Your worksheet will now pull in all relevant information