Import the weekly workbook

Job tracker firms

The job tracker appears only for firms that run it. In the sidebar it carries your firm’s own name, such as Larkin’s workflow.

Import Workbook brings this week’s copy of a tracker spreadsheet into BMS.

Import Workbook.

1. Open Import Workbook under the tracker.

2. Press Choose File and pick the workbook: the job tracker, the SMSF tracker or the tax returns client list. Import the job tracker first, then the SMSF tracker, so each fund lands on its job.

3. Press Check. BMS shows how many records are new, changed and unchanged, and writes nothing yet.

4. If the numbers look right, press Apply.

Every applied import is listed under Upload history. The same workbook uploaded again, or one exported from BMS, updates what is already there and adds nothing twice.