The LodgeiT SPFR Module is designed to streamline and automate the production of Special Purpose Financial Reports and Statements.
Unlike other reporting systems, the LodgeiT SPFR Module relies on a single import and classification exercise to populate Working Papers, the Tax Form and Special Purpose Financial Statements.
The video includes the following:
- Adding Financial statement
- Editing financial statements
- Modifying custom template
- Re-arranging the pages
- Duplicate and remove the template
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-