This comprehensive guide outlines the formal procedure for generating Special Purpose Financial Reports (SPFR) for a trust entity within LodgeiT using a direct Excel data import.
- Demonstration a direct excel import using standardized Excel templates
- Importing financials
- Mapping beneficiary current and loan accounts to enforce correct balance sheet classification.
- Building "Financial Reports"
Related article:
Options for Trust Beneficiary Loan Accounting
Other Related Article:
The LodgeiT Approach on Preparing "Financial Reports"