This article will demonstrate how a Trust can be added as a Contact from a new screen in Simple Fund 360.
|From the Main Toolbar, Navigate to Settings.
|Select Contacts (beta) from the list.
Select Add Contact and the Create New Contact sub screen will appear, where Trust can be selected.
Input the following information on the page prompted.
|Input the Trust name (note this field is mandatory)
|Input the Australian Business Number
|Input the Tax File Number
|Key in or select from the calendar the date when the Trust was established
|Input an address for the Trust
Select to finalise.