Mclowd Knowledge Base
Practitioner User Manual
Trustee User Manual
How do I...
Recover a forgotten password
Change my Mclowd password
Delete my Mclowd account or fund
Change my user name/email
Delete a bank account
Find a journal entry by prefix
Account for ATO Supervisory Levy
View all 10 articles
How do I record...
Fund establishment costs
a PAYG Payment
a life insurance premium payment
Property capital/improvement costs
Rent income from property
View all 8 articles
How do I fix...
Accidental sale of an asset
Incorrect data in an asset sale
How do I manage...
Year-end asset revaluation
Income for this FY received after June 30
Write off of Fund Formation costs
Setting up a Pension Account
Import of NAB Trade Data File
Adjustment of Asset Values to match Opening Balances
Conversion of an accumulation account to pension
How do I use...
Autosave function in Bank Data Feed
Why am I seeing....
Reduced options on the Fund Setup Menu
Code prefixes in front of transaction descriptions
Repeated Member Details Missing message
Member balances total doesn't match Total Benefits
Prior Year Migration Data Required Popup
Why can't I...
Add an asset my Fund already holds
See my asset on the asset selection list
Part of my tax-free pension showing taxed
My member benefit statement blank or outdated
How do I lodge...
My first TBAR report
What's New and Coming in Mclowd?
Suspense Data Allocation
Direct Property Trx Management
Support for Loan Assets
Improvements in Dividend Reinvestment entry
Year End Simplification
View all 11 articles