Christopher Banks
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Activity overview
Latest activity by Christopher Banks-
Christopher Banks created an article,
Trusts / Companies / Individuals Transfer
Simple Invest 360 allows an entity transfer from one firm's Simple Invest 360 Subscription to another active Simple Invest 360 Subscription. This process will not remove the Entity from the current...
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Christopher Banks commented,
Hi Glenys, In that case, I would recommend logging a support call. I have done this on your behalf, so you should receive an email from the support team soon. If there are any further questions, pl...
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Christopher Banks commented,
Official comment Hi Glenys, If Simple Invest 360 says 76500/100 exists and yet it does not appear in the chart of accounts, that most likely means that the account has been marked as inactive rather than deleted. T...
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Christopher Banks created an article,
Trust Income Schedule Reconciliation
Introduction Trust Income Schedule Reconciliation is designed to assist users with Trust income reconciliations for annual returns. Navigation Navigate to Reports from the Main toolbar on the l...
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Christopher Banks created an article,
Division 7A loans
Overview The Division 7A loans page is a new feature of Simple Invest 360, designed to assist in the managing of Division 7A loans to shareholders or other close contacts. Division 7A Loans are lo...