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
How to distribute/allocate profit to beneficiary in Trust SPFR
Question: How to distribute profit to beneficiaries in Trust SPFR? Solution: 1. Make sure to set up "Relationship" first. Learn more.  2....
Fri, 4 Sep, 2020 at 10:56 AM
Video of the Trust SPFR Generation Process
Related article: Editing Financial Statements (Custom Reports/Special Purpose Reports) Special Purpose Financial Reports E Signing
Wed, 22 Sep, 2021 at 1:02 PM