Create a Lump Sump Payment Minute acknowledged by the fund trustee, detailing lump sum payments (46000/MemberCode) made to fund members.
From the Reports screen, under the Letters/Minutes section, select the Lump Sum Payment Minute to the Report Pack List.
Select Settings.
Click Save Settings.
Select Preview to view the minute.
This minute can also form part of a Report Pack. Refer to Reports.
Custom Reports
This minute can be customised, for more information on customising templates for an existing report, click here.