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Members Statement

How to Prepare

  1. From the Reports screen, in the left-hand menu, select Financial Reports and then Add the Members Statement. 

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  2. Select Settings mceclip3.png

    Review the following Settings prior to preparation.

    Setting Explanation
    Show last year column Select Yes to display a comparative column (last year) for the member.
    Display Graph Select Yes to display bar graph of the member data.
    Show rate of return Select Yes to display the rate of return for the member. Refer to Rate of Return on Member Statements for calculation information.
    Show signing page Display a signing page for members when selecting Yes. Refer to Can signature fields be added to Member Statements?
    Display Nominated Beneficiaries Display Nominated Beneficiaries recorded against the member. 
    Display Reversionary Status Display the Nominated Beneficiaries And Nomination Type for a Pension based on the Beneficiaries entered via the Member List.
    Display Nomination End Date

    Display the Nomination Timeframe details for a Pension entered via the Member List.

    Select Save.

  3. Select download PDF, EXCEL or WORD. Alternatively, this report can be added to a Report Pack. mceclip4.png

Alternate Member Statement 

New to Simple Fund 360, is a brand new look to the Member Statement. This alternate version includes additional subheadings, extra information and so much more! 

How to access this? 

Step 1: Navigate to your Badge Settings, and select Alternate Members Statement under Reporting Options.

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Click Save. 

Step 2: Generate the Members Statement from the Reports screen. Ensure the badge where the changes have been made is selected. 

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Step 3: Select Settings mceclip3.png

Review the following Settings prior to preparation.

Setting Explanation
Show last year column Select Yes to display a comparative column (last year) for the member.
Show Graph Select Yes to display bar graph of the member data.
Show rate of return Select Yes to display the rate of return for the member. Refer to Rate of Return on Member Statements for calculation information.
Show signing page Display a signing page for members when selecting Yes. Refer to Can signature fields be added to Member Statements?
Display Nominated Beneficiaries Display Nominated Beneficiaries recorded against the member. 

Select Save.

Step 4: Select download PDF, EXCEL or WORD. Alternatively, this report can be added to a Report Pack. mceclip4.png

See Also

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