Administer data uploaders (myYardstick benchmarking module only)

This function will enable a specified 3rd party to upload financial data on behalf of your client/s (e.g. Bookkeeper).

Create data uploader

• Select ‘Administration’ from the side navigation
• Select ‘Data uploaders’   
• Select ‘Create data uploader’
• Complete details + select ‘Save’

Send login details to data uploader

• Select ‘Administration’ from the side navigation
• Select ‘Data uploaders’   
• Select ‘Create data uploader’
• Identify the relevant data uploader
• Select ‘Send login’

Update data uploader

• Select ‘Administration’ from the side navigation
• Select ‘Data uploaders’   
• Identify relevant client
• Select ‘Edit’
• Modify the selected data uploader’s details
• Select ‘Save’

Archive data uploader

• Select ‘Administration’ from the side navigation
• Select ‘Data uploaders’   
• Identify the relevant data uploader + select ‘Archive’