Andre Jones
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Activity overview
Latest activity by Andre Jones-
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...
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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...
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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...
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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...
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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...
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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...
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Andre Jones commented,
Official comment Hi Mitchell, While Simple Invest does not have a PC account in the Chart of Accounts. You can create a custom account, How to Add Other Accounts. Create an account "Other Assets" account type, with...
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Andre Jones created an article,
Entity Dashboard
Welcome to the Entity Dashboard The Entity Dashboard is the landing page for each entity, providing you with a complete entity overview: Trust / Company / Individual Details Benficaries / Shareh...
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Andre Jones created an article,
Family Trust Election
Overview A Family Trust Election (FTE) can be created and lodged within Simple Invest 360, there are two options to lodge the FTE. The FTE can be lodged with the Trust's tax return or lodged sepa...
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Andre Jones created an article,
Trust Income Schedule - Trusts
Overview From the 2024 income year, if a Trust receives one or more distributions from trusts, including (ETFs, Managed Funds, & Stapled Securities), you must complete and attach a Trust income s...