Introduction
If there’s no other accounting software that you or your client uses, you can also upload the details manually. Here’s how you can upload your client details Manually.
Step 1:- Login to the platform using your credentials.
Step 2:- Click on Audit from the left-hand side quick menu.
Step 3:- From there, click on Manage Funds.
Step 4:- Now click on Import New Funds from the top right corner of the page.
Step 5:- You will now see a Pop-up menu, select Import from SuperMate from there.
Step 6:- You will be redirected to the SuperMate page and now you have to enter your login credentials and click on Authorize.
Step 7:- Now select the Site and Year for which you want to import the fund and then click on Submit.
Step 8:- Now a list of all your available clients will be listed and visible on your screen. Select the ones you want to import from there. and then click on Import Selected Clients.
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Note:- You can also select all the available funds together and perform Bulk Import by clicking on the checkbox at the top.
Step 9:- Once the process is successfully completed, you’ll receive a confirmation stating Imported successfully. If you have already imported a client and you are performing this action again, you will see a notification of Already exists.