This article will demonstrate how a Trust can be added as a Contact from a new screen in Simple Fund 360.
|From the Main Toolbar, Navigate to Settings.||
|Select Contacts (beta) from the list.||
Select Add Contact and the Create New Contact sub screen will appear, where Trust can be selected.
Input the following information on the page prompted.
|Name||Input the Trust name (note this field is mandatory)|
|ABN||Input the Australian Business Number|
|TFN||Input the Tax File Number|
|Establishment Date||Key in or select from the calendar the date when the Trust was established|
|Address||Input an address for the Trust|
Select to finalise.