Norman Michael
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Recent activity by Norman Michael-
Asset Allocation by Investment Account Pie Chart Report
Overview The Asset Allocation by Investment Account Pie Chart report visually represents asset allocation based on control accounts. Unlike the standard Asset Allocation Pie Chart report, which gr...
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How to Process Cost of Sales transactions in Simple Invest 360
Note This help article is meant for processing transactions for running entities that run small case businesses and that require to produce a Trading Operating statement with the “Gross profit/Los...
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Inter-Entity Dividend Journals for Companies
Introduction As part of the year-end period compliance in Simple Invest 360, a dividend paid can now be posted directly into the ledger of the receiving entity. This means that when a dividend is...
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Minutes of Meeting of Directors
Introduction The Minutes of Meeting of Directors contains a summary of a number of director meeting topics including dividend declarations, financial statements, company solvency, declarations, an...
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Getting Started with Simple Invest 360 for Investors
Welcome to Simple Invest 360! Get ready to dive into Simple Invest 360. Here's how to get up and running. Starting out with Simple Invest 360 An important note with Simple Invest 360 is that this...
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Strategic Asset Allocation report
Overview The Strategic Asset Allocation report will assist in confirming an entity's actual asset allocation to its targeted asset allocation range. Navigation From the Main Toolbar, go to Repo...
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Shareholders
Overview Simple Invest 360's Shareholders screen gives you the ability to record, view, and manage shareholder details in one centralised, easy-to-use screen. This article provides instructions on...
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Getting Started with Simple Invest 360
Your Simple Invest 360 help resources We understand that jumping into new software can be a daunting task for some. But the team at BGL has your back. As new members of our BGL family, we will be ...
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Statement of Financial Position
Introduction Statement of Financial Position discloses the Assets, Liabilities and Equity of a business at a point in time. Navigation Navigate to Reports from the Main toolbar on the left s...
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Annual Tax Statement
Introduction The Annual Tax Statement (previously called Distribution statement) is issued by an entity to each member who receives a distribution, showing the various components attached to the d...