Preparing "Financial Reports" for a Trust
The video provides the following guide:  Demonstration using direct excel import Importing financials  Mapping equity accounts Building "Financial...
Thu, 14 Mar, 2024 at 10:15 AM
Working with Trusts
To get the most out of the LodgeiT "Financial Reports/Statement" System, it is worth understanding the mechanics of - -Preparing trust accounts w...
Sat, 16 Mar, 2024 at 9:25 PM
How to distribute/allocate profit to beneficiary in Trust "Financial Report"
Question: How to distribute profit to beneficiaries in Trust Financial Statement? Solution: 1. Make sure to set up "Relationship" first. Lear...
Sat, 16 Mar, 2024 at 8:41 PM
Video of a Trust "Financial Report" Generation Process
Related article: Editing Financial Statements (Custom Reports/Financial Report) Special Purpose Financial Reports E Signing
Sat, 16 Mar, 2024 at 6:30 PM