Andre Jones
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Recent activity by Andre Jones-
Simple Invest 360 Report Data Matrix
Overview The Simple Invest Report Data Matrix is a reference guide that maps every available data field across all Simple Invest 360 investment reports.Use the matrix to quickly identify which repo...
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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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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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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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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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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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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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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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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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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...