Andre Jones
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Recent activity by Andre Jones-
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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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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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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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...
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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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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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Hello David, It appears at the current time customising Quick Access Reports is not available in Simple Invest 360. I have spoken to the relevant Product Team and they have added this feature to th...
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Hi David, My apologies I did mean the PDF Icon on the left-hand side of the report. Please click the PDF icon on the left-hand side of the report (as in the updated article here, the GIF within the...
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Official comment Hello David, Thank you for getting in touch, the Simple Invest 360 search engine also includes Simple Fund 360 articles as they are very similar software that share common features. I can see that...
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Official comment Hello Lea, Thank you for getting in contact today. I have reviewed the ATO records, the error codes are in relation to Section B of the Trust Return. Please review that all Income and Expenses ...