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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Reports

Reports

  • How to set directors of a corporate trustee to appear as signatories on the trustee declaration document
  • How to set the Comparative period in Financial Reports?
  • How to solve SMSF Annual Return Rounding issues caused by asset CGT status?
  • How to update Letter/Minute Dates?
  • I cannot see the Save New Report Pack icon in the Reports screen
  • In what order will signatories appear on a document?
  • Incorrect Opening and Closing Balances on Members Statement
  • Investment Reports - Differences between Accounting and CGT Cost columns
  • Investments listed on the Statement of Financial Position and the Investment Summary Report do not reconcile
  • Investments not appearing on the Realised Capital Gains report
  • Issue with printing - Page is cut off
  • Logo Displaying in Different Sizes on the Reports
  • Lump Sum Payment Minute
  • Member closing balance different to member opening balance
  • Norton Anti-Virus
  • Notes are being displaying on the Notes to the Financial Statements
  • Other Non Taxable Income
  • Post Migration: The distribution amounts displaying in the operating statements are different
  • Prior year comparatives not displaying on the Member Statement
  • Profit/Loss not allocating to Members
  • Rate of Return on Member Statements
  • Reconcile Net Capital Gains
  • Recording Disposals with GST in Simple Fund 360
  • Report Pack too Big to Send Via Email to Client
  • Reports that require a year end Create Entries
  • Restoring or Resetting a Customised Report Template
  • Separate Unrealised and Realised Market Movement on Operating Statement
  • Statement of Financial Position is out of balance
  • Statement of Taxable Income $1 Taxable Income/Loss
  • Tax Reconciliation Tips
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Simple Fund 360 Knowledge Centre