Special Purpose Financial Reports
The LodgeiT SPFR Module is designed to streamline and automate the production of Special Purpose Financial Reports and Statements. Unlike other reporting...
Wed, 3 Jun, 2020 at 1:21 PM
1. Find your Client 2. Click "Custom Reports" Click here to learn more about Special Purpose Financial Reports (SPFR) ...
Wed, 8 Jul, 2020 at 11:59 AM
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
Related article:
Adjusting Your Branding Settings and Adding Your Logo (Emails and SPFR)
Wed, 8 Jul, 2020 at 12:02 PM
The video provides the following guide: Using Excel Utility to construct financials from scratch Importing financials Mapping equity accounts Buildi...
Thu, 9 Apr, 2020 at 11:15 AM
The video provides the following guide: Using Excel Utility to construct financials from scratch Importing financials Mapping equity accounts Building...
Thu, 9 Apr, 2020 at 12:19 PM
The video provides the following guide: Using Excel Utility to construct financials from scratch Importing financials Mapping equity accounts Buildi...
Wed, 22 Apr, 2020 at 10:48 AM
Click here to watch the video Related article: Editing Financial Statements (Custom Reports/Special Purpose Reports) Special Purpose Financial Reports E ...
Wed, 8 Jul, 2020 at 12:02 PM
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