A single import of your client's accounts provides an instant set of "Financial Reports". Use our prebuilt templates for all entity types including partnerships, trusts, companies and superannuation funds.
Customise reports to suit your unique requirements. Dynamically add signatories for digital signing. Include graphics like your logo.
The video provides the following guide:
- Demonstration using direct excel import
- Importing financials
- Mapping equity accounts
- Building "Financial Reports"
LodgeiT has 2 versions of Financial Reports:
2 Versions of Financial Report:
- 1. Basic Financial Reports. (Free Version)
- 2. Advanced Financial Reports with Notes. (Paid Version)
Related Article:
The LodgeiT Approach on Preparing "Financial Reports"