LodgeiT user can modify text blocks, insert dynamic placeholders, rename and reorder statements. Everything will be automatically saved. Watch below video to learn more.
You can create your own SPFR templates, modify it and use across all your clients.
The LodgeiT SPFR Module is designed to streamline and automate the production of Special Purpose Financial Reports and Statements.
The video includes the following:
- Adding Financial statement
- Editing financial statements
- Modifying custom template
- Re-arranging the pages
- Duplicate and remove the template
Note: User can manipulate SPFR's: (ie, drag and drop)
- Exclude Title page
- Exclude Table of Contents
- Exclude Page numbers
- Remove report that irrelevant (see below image)
If you need to edit any part of your SPFR, you may do so using PDF software, we are improving some part of SPFR, and will be available soonest.
In preparation of Financial report for each client, you may start by finding your client, then select "Custom Report"
SUMMARY REPORTS OF SPFR
You can find the summary of all SPFR reports via "Reports".
Filter is available via clicking clicking the desired option-
Note: If you manage an edit or change via "Relationship"/relationship module AFTER generating SPFR, delete the SPFR and start afresh.