Andre Jones

  • Total activity 53
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Activity overview

Latest activity by Andre Jones
  • 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 ...

  • 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...

  • 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...

  • 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...

  • Andre Jones commented,

    Official comment

    Hi Dianne, Thank you for getting in touch. One reason for the difference between the opening balance and the previous year's closing balance could be related to how the opening balance for the bene...

  • Andre Jones created an article,

    PleaseSign

    Australia's Leading Locally Owned Digital Signing Platform with Seamless BGL Integration Overview PleaseSign, trusted by thousands of businesses and nearly one million users, is Australia’s first...

  • Andre Jones created an article,

    Detailed Operating Statement

    Overview  The Detailed Operating Statement provides a comprehensive summary of the income and expenses incurred over a period.   Navigation  From the Main Toolbar, go to Reports. Select R...

  • Andre Jones created an article,

    Operating Statement

    Overview  The Operating Statement provides a summary of the income and expenses incurred over a period.   Navigation  From the Main Toolbar, go to Reports. Select Reports. 0 Instruct...

  • Andre Jones created an article,

    Detailed Statement of Financial Position

    Overview The Detailed Statement of Financial Position provides comprehensive information of each: Investment Asset Liability This gives a further breakdown of the accounts of the fund and ident...

  • Andre Jones created an article,

    Custom Report Titles

    Overview  Easily change the name of reports within Simple Invest 360. Follow these simple steps to update your report names quickly and efficiently. The following reports can have the name changed...