For Trusts and Companies, Simple Invest 360 users are now able to prepare a Not for Profit Audit Report.
How to Prepare
| Navigate to the Main Toolbar, and select Reports. | |
| Select Reports. |
Search for Not for Profit Audit Report using the Search Report bar. Alternatively, locate the report under Letters/Minutes.
Add the Not for Profit Audit Report to the Report Pack by selecting the Add To Pack arrow
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 Word or PDF