Reports

30 June share values

• Brian CLEAVER
• 01 July 2026 00:52

0 votes 1 comment

Customising / formatting dates in letter templates

• Verity Ikin
• 28 June 2026 23:26

0 votes 0 comments

May I know how to prepare Lump Sum Payment Minute?

• Susan Niu
• 09 June 2026 02:16

0 votes 2 comments

Tax Deferred reconciliation report

• Violet Duong
• 04 June 2026 06:32

0 votes 0 comments

Can Simple Fund 360 generate a report which lists all funds with a particular investment ?

• Mohd Hossain
• 06 May 2026 11:30

0 votes 1 comment

Property Valuation Minute to include LRBA and related party?

• Benjamin Greenwell
• 12 March 2026 04:41

0 votes 0 comments

Why no GST code for input taxed supplies?

• Ann Styles
• 25 February 2026 01:19

0 votes 2 comments

Dates on Pension Minutes / Letters

• Gavin Smith
• 27 August 2025 04:58

0 votes 1 comment

Do not generate reconciliation report

• Son Nguyen
• 24 July 2025 08:52

0 votes 1 comment

Live Reports and Consolidated Reporting

• Kaye Worthington
• 20 February 2025 03:21

0 votes 2 comments

Create entries - Tax Allocation

• Sana Mazhar
• 25 November 2024 03:45

0 votes 2 comments

Add signature to compilation report

• Karen Hill
• 20 October 2024 23:47

0 votes 1 comment

Report improvements

• Denys Smerchanskyi
• 25 August 2024 06:49

0 votes 1 comment

Trial balance issue

• Susan Niu
• 29 May 2024 02:08

0 votes 1 comment

Report - A list of funds which have invested in properties

• Jas S
• 28 July 2023 09:11

0 votes 3 comments

Property Summary Report - Global view

• Aditya Mukherjee
• 28 June 2023 07:44

0 votes 1 comment