Mobile App - Downloading Files from the Accounting Office – Dillner's Accounting Tools

Tap the Download Files tile from the Dashboard.
Tap to open the appropriate category folder and locate the new document.
Helpful hint: Each folder displays the date of the most recent upload.
Tap to open the appropriate date folder.
The most recent upload will appear at the top of the list. Tap the titled upload tile to view the files.
Tap the download icons for each file. These files will be saved to your device.
The "Downloading Files" message will appear briefly.
If the files need to be shared with an Employee Portal, tap the drop-down arrow in the "Allow access of this file to" field.
A list of Employee Portals associated with the Client Portal will appear.
Tap the appropriate Employee Portal. A checkmark will appear to the far right of the Employee Portal name to confirm your selection.
Tap Add, located in the top-right corner of the screen, to continue.
The Employee Portal name will display in the “Allow access of this file to” field.
Tap Cancel in the top-left corner to cancel the Employee Portal selection.
Tap Save in the top-right corner to send the files to the Employee Portal.
The message “File updated successfully” will appear once the update is complete.
Tap the OK button to return to other files under the dated folder.
Tap the next upload title to access other files sent by the Accounting Office.
Tap the Back arrow at the top left corner to return to the Dashboard or tap the Dashboard tile located on the bottom menu.
To log out of the Mobile App, tap the "More" icon on the bottom menu.

If you have any questions, please contact your Accounting Office.

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