For Trusts and Companies, Simple Invest 360 users are now able to prepare a Not for Profit Audit Report.
How to Prepare
|
Select the Trust or Company. Navigate to the Main Toolbar, and select Reports. |
|
| Search Report Name. (Report located in Letters and Minutes) |  |
Besides the Not for Profit Audit Report, Select 
to add the report to a pack.
Click Settings 
- Input the Report Date.
- Select the Auditor. The Auditor will display based on the Fund Relationships screen.
Click Save.
To download the report, click Preview or select either 
or
.