Special Purpose Financial Reports

Managing Special Purpose Financial Statement (SPFR) Templates
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
Editing Special Purpose Financial Statements (SPFR) - Custom Reports
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
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
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: Using Excel Utility to construct financials from scratch Importing financials  Mapping equity accounts Buildi...
Thu, 9 Apr, 2020 at 11:15 AM
Preparing Special Purpose Financial Reports (SPFR) for a Trust
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
Preparing Special Purpose Financial Reports (SPFR) for a Partnership
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
Video of the Company Special Purpose Financial Statements (SPFR) Generation Process
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
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