Special Purpose Financial Reports

Managing Special Purpose Financial Statement (SPFR) Templates
LodgeiT user can modify text blocks, insert dynamic placeholders, rename and reorder statements. Everything will be automatically saved. Watch below video...
Tue, 22 Sep, 2020 at 12:14 PM
Adjusting Your Branding Settings and Adding Your Logo (Emails and Special Purpose Financial Statements-SPFR )
In Branding, you can upload your logo and select your primary color. It will be used in client emails and SPFRs. Go to gear leaver icon located in top ...
Wed, 8 Jul, 2020 at 12:01 PM
Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)
LodgeiT is used to prepare working papers, special purpose financial reports(SPFR) and tax forms.  With respect to SPFR, ASA800 requires 'true and fai...
Fri, 7 Aug, 2020 at 11:39 AM
Special Purpose Financial Statements (SPFR) and E-Signature
Related article: Adjusting Your Branding Settings and Adding Your Logo (Emails and SPFR)
Wed, 8 Jul, 2020 at 12:02 PM
Preparing Special Purpose Financial Reports (SPFR) for a Company
The video provides the following guide: Demonstration using direct excel import   Importing financials  Mapping equity accounts Building SPFR Re...
Fri, 18 Sep, 2020 at 5:42 PM
Preparing Special Purpose Financial Reports (SPFR) for a Trust
The video provides the following guide:  Demonstration using direct excel import Importing financials  Mapping equity accounts Building SPFR  Re...
Fri, 18 Sep, 2020 at 5:42 PM
Preparing Special Purpose Financial Reports (SPFR) for a Partnership
The video provides the following guide:  Demonstration using direct excel import Mapping equity accounts Building SPFR Related article: Prepar...
Fri, 18 Sep, 2020 at 5:44 PM
The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
LodgeiT is aware that the legacy method for preparing SPFR is to take a GL Movement and stripe the movement journal into a secondary ledger i.e. Handiledger...
Fri, 18 Sep, 2020 at 9:20 AM
Special Purpose Financial Statements (SPFR) Comparison Period
Wed, 8 Jul, 2020 at 12:03 PM
Working with Trusts
To get the most out of the LodgeiT SPFR System, it is worth understanding the mechanics of - -Preparing trust accounts with beneficiary loan balances a...
Sat, 7 Mar, 2020 at 3:10 AM