Skip to main content
Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
Submit a request
Sign in
  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Reports

Reports

  • How can I extract unmatched transactions for a bank account
  • How to solve SMSF Annual Return Rounding issues caused by asset CGT status?
  • How to insert a signing date when digitally signing a report?
  • What to do when Statement of Financial Position can not generate?
  • Covid-19 Early Release Lump Sum Minute
  • How to add Benefits Paid (46000) account to Accounting Workpapers (Workpapers Lead Schedule)?
  • How do i download mutiple documents from the Reports Screen?
  • Can Simple Fund 360 generate a report which lists all funds with a particular investment ?
  • Notes are being displaying on the Notes to the Financial Statements
  • Investments listed on the Statement of Financial Position and the Investment Summary Report do not reconcile
  • Changes in Market Value of Investments appears on the Trial Balance, however, it is not showing on the Operating Statement
  • Contribution Tax payable and the Statement of Taxable Income
  • The Members Summary Report does not show any member balances
  • Lump Sum Payment Minute
  • Deductions Notice Request Letter
  • Separate Unrealised and Realised Market Movement on Operating Statement
  • Prior year comparatives not displaying on Member Statements
  • Member closing balance different to member opening balance
  • Investment Reports - Differences between Accounting and CGT Cost columns
  • Can't generate Reports using Internet Explorer/Edge
  • Company Name and Address not showing on the Compilation Report
  • Restoring or Resetting a Customised Report Template
  • Norton Anti-Virus
  • Statement of Taxable Income $1 Taxable Income/Loss
  • What report can I generate to view cost base history over several years?
  • What report can I generate to ensure all Market Values have been entered as at 30 June
  • Tax Reconciliation Tips
  • Statement of Financial Position is out of balance
  • How to run a customised General Ledger Report?
  • Reports that require a year end Create Entries
  • Next ›
  • Last »
Simple Fund 360 Knowledge Centre