|
Reporting for Trusts
|
|
0
|
154
|
September 10, 2022
|
|
Contacts with Multiple Email Address
|
|
1
|
346
|
September 1, 2022
|
|
List of email addresses for each Client
|
|
3
|
221
|
September 1, 2022
|
|
Shareholder Screen
|
|
0
|
197
|
July 8, 2022
|
|
Trust report additions
|
|
0
|
170
|
June 14, 2022
|
|
Identifying ASIC Agent staff members as opposed to clients
|
|
0
|
205
|
May 5, 2022
|
|
Collating Annual Reviews/Documents for Companies in a group
|
|
4
|
263
|
April 26, 2022
|
|
Director id report filter
|
|
1
|
300
|
March 17, 2022
|
|
Recode income & expense transactions
|
|
4
|
558
|
November 17, 2021
|
|
Non-Attendee VS Apology- FYI & Feature Request
|
|
2
|
327
|
February 20, 2022
|
|
LISTO paid to an industry fund shows as "Over cap" in SF360
|
|
3
|
374
|
January 10, 2022
|
|
Managed Fund distributions - is there a better way?
|
|
4
|
1019
|
December 10, 2021
|
|
Open working papers PDF attachments and SF360 simultaneously
|
|
0
|
513
|
October 23, 2021
|
|
Turn on email notifications to prepare form 484 for address changes when updated in XPM
|
|
0
|
348
|
October 7, 2021
|
|
Can I give my client a hotlink via SF360 to bankstatements.com so that they can enter their credentials
|
|
0
|
461
|
August 21, 2021
|
|
Did BGL develop a FIIG feed?
|
|
0
|
391
|
July 23, 2021
|
|
Company Report Information
|
|
0
|
384
|
July 15, 2021
|
|
Company (Contact) vs Company (Company)
|
|
4
|
632
|
April 29, 2021
|
|
Company report from within the company selection
|
|
2
|
444
|
February 15, 2021
|
|
Add Form Signatory Name to also add as contact
|
|
5
|
519
|
February 15, 2021
|
|
ASIC Form Lodgement Status - Reset
|
|
0
|
514
|
August 26, 2020
|
|
Salutations - Formal, Informal and Casual
|
|
9
|
929
|
August 25, 2020
|
|
Dividends & Distributions receivable
|
|
2
|
2103
|
August 12, 2020
|
|
Trust Reporting- Vesting Date etc
|
|
1
|
479
|
August 4, 2020
|
|
Reports date range default
|
|
2
|
448
|
August 3, 2020
|
|
Produce Minute / Resolution (Ad hoc)
|
|
0
|
549
|
July 2, 2020
|
|
Printing list of annual company statements received / upcoming for review
|
|
3
|
498
|
June 30, 2020
|
|
Annual Review Comparison Reports
|
|
2
|
670
|
May 28, 2020
|
|
Search Options re Emails
|
|
0
|
417
|
May 22, 2020
|
|
Contact Postal Address Update
|
|
2
|
554
|
April 7, 2020
|