Special Purpose Financial Reports

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
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...
Thu, 16 Sep, 2021 at 11:15 PM
Editing Special Purpose Financial Statements (SPFR) - Custom Reports
LodgeiT user can modify text blocks, insert dynamic placeholders, rename and reorder statements. Everything will be automatically saved. Watch below video t...
Thu, 16 Sep, 2021 at 11:13 PM
Branding Settings and 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. Select gear wheel icon located...
Thu, 26 Aug, 2021 at 10:36 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
The video includes the following: The process of esignature request E-sign via client's end "Signed" SPFR storage Note:  LodgeiT sends...
Fri, 24 Sep, 2021 at 8:50 AM
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, 23 Apr, 2021 at 9:09 AM
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 and t...
Fri, 24 Sep, 2021 at 8:05 AM
Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
Getting started with SPFR 1. Make sure to set up "Relationship" first. Learn more.  2. SPFR is dependent on how you have classified your fina...
Mon, 3 May, 2021 at 10:07 AM