Andre Jones
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Activity overview
Latest activity by Andre Jones-
Andre Jones created an article,
Income Streaming Summary Report
OverviewThe Income Streaming Summary Report provides a summary of the amounts streamed to each beneficiary, including Franked Distributions, Discounted Gains, Other Gains, Indexed Gains, and Remain...
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Andre Jones created an article,
How to record PAYG instalments in the Company Franking Worksheet
OverviewThis article will explain how to record PAYG Instalments and what impact it will have on the Company Franking Worksheet. For PAYG Instalments to be correctly reflected within the Company F...
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Andre Jones commented,
Hi Son, Thank you for reaching out and for posting your question in the Community. Once all three steps of the Opening Balances Setup Service have been completed, a ticket is automatically created....
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Andre Jones commented,
Official comment Hi Son,Thank you for reaching out and creating a Community Post. To select the correct market type, you will need to scroll below Crypto Securities to Unlisted / Managed Securities. The last opt...
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Andre Jones created an article,
Company Details
Note: The below instructions relate to viewing and editing the company's details. Trusts and Individual entities can be accessed using a similar process. Company Details in Simple Invest 360 The C...
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Andre Jones created an article,
How to delete an entity in Simple Invest 360
Overview This article outlines the steps to delete an entity in Simple Invest 360.The deletion process is the same for all entity types, including Trusts, Companies, and Individuals. Information ...
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Andre Jones commented,
Official comment Hi Martin, Thanks for posting on the discussion board. I have checked our supported banks for Open Banking, and Queensland Country Bank is listed as a supported bank, as shown here. I was able to ...
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Andre Jones created an article,
Property Dashboard - Simple Invest 360
Navigation From the Main Toolbar, Select Investments. Select the Property Dashboard. Property Dashboard Overview Entity View and Global View Valuation Warnings Property Investme...
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Andre Jones created an article,
How to create a Inter-Entity Account?
Understanding Inter-Entity Accounts in Simple Invest 360 Inter-Entity Accounts in Simple Invest 360 allow you to seamlessly record dividend or distribution journal entries between different entiti...
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Andre Jones commented,
Official comment Hello Ken, Thank you for getting in touch. At the moment, we do not have an integration that shares financial data between Simple Invest 360 and MYOB. That being said, for producing reports such...