General - Financial Reporting

Print option for "Financial Report"
Lodgeit user will able to exclude: Title Page, Contents Page, Page Numbers and Headers/Footers.
Thu, 14 Mar, 2024 at 12:38 PM
Batch "Publishing" of "Financial Reports"
Once the "Financial Report" status is "Out to Sign", user has an option to publish it by batch/bulk. Navigate to "Dashboard" ...
Thu, 14 Mar, 2024 at 12:39 PM
Financial Report - "Published" Status
"Publish" is like completing the "Financial Report". It won't go to ATO or any third party. It is mainly for reporting purposes. ...
Sat, 16 Mar, 2024 at 5:41 PM
Switching Line Items
Consider having a bank account with a negative balance. That’s an overdraft. Moreover, it’s typical to setup a bank account in the current asset sector of y...
Sat, 7 Aug, 2021 at 10:23 PM
Switching Account Sectors
Certain whole sectors will switch - Net GST will reflect as either Net GST Receivable or Net GST Payable depending on the net value being either positive or...
Sat, 7 Aug, 2021 at 10:25 PM
Trust "Financial Report" - Directors Declaration Statement and Trustee Declaration
If the "Trustee" is a Company, inancial Report should show "Director's Declaration" If the "Trustee" is an Ind...
Sat, 16 Mar, 2024 at 5:59 PM
"Opening Retained Earnings" calculation
The current formula for Opening Retained Earnings is: 'Opening Retained Earnings/Accumulated(Losses)' = 'Closing Retained Earnings/Accumulated(...
Sat, 16 Mar, 2024 at 5:59 PM
Modify Notes in Financial Statements
Related Guide: Financial Reports with Flexibility with "Notes" (Time:12:20)
Sat, 16 Mar, 2024 at 6:11 PM
"Duplicate" report for Financial Report
This Financial Report "Duplicate" feature will help our user to have the same content/template of the Statement. It will carry forward any change...
Sat, 16 Mar, 2024 at 6:12 PM
Financial Report's "Trading Revenue"
Question: Could you please advise why the total income is not $61,302 (i.e $41,302 + $20,000). Answer: The report only shows the total income $20,000 f...
Sat, 16 Mar, 2024 at 6:17 PM