Adding Individual Signatories for Reports

Print Friendly and PDF

 

Support Query


How do I add individual signatories to reports where the Fund Relationship added is a company?

Note: To add individual signatories for corporate trustees click here.

Solution


If a Fund Relationship is added as a company type, individuals can still appear in the signing fields of various reports. The individual contact needs to be dragged and dropped into the relationship field behind the company contact. In the example below, the individual auditor will be dragged and dropped behind the company auditor contact so they appear as a signatory in the SMSF Audit Report. 

 

Drag and drop the auditor individual (Sam King) into the Auditor relationship field. 

2d40e93c1d45af51aa41d793bb6bfa321b2c5392dc7b3f6a113ea8d7cb43abfa.png

 

When preparing the SMSF Audit Report, Sam King will appear in the signing field. 

d5ba5d17677097a6db4e785cb172ea36e7e58c28996077ef68825b579d5f1685.png

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.

  • synced-from-confluence