1. Use the [Change Status ] button to update the syndicate status. Noting that this is configurable within Lookups.
2. Click [Expand] / [Collapse] to open/close the work flow plan. 
3. Edit with Estimated and Actual dates as applicable.
4. Click [Save] to save changes to the plan. Use [Save] button at the bottom or the top right.

Details tab summaries all important information related to the syndicate/fund.

1. {Name}  -  syndicate/fund name.
2. {Development}  -  prior to setting up a property syndicate a development is required to be set up within Complete Empire.  Note not required for an investment fund. Click the pen icon to open the related Development Edit view. Refer to Create a New Development
3. {Syndicate Type}  -  defines the type of syndicate/fund that is being established. Refer to Lookups to add or amend types. Refer to How to Create, Edit a Lookup
4. {Syndicate Employees}  -  Employees or external managers/accountants/auditors etc who will have admin access.
5. {Syndicate Partners}  -  partners who bring their experience to the syndicate in terms of management and development skills etc. Required to be added as an account with syndicate partner as their activity. How to Add and Edit an Employees Account Activity
6. Add ABN/ACN as required.
7. {Trustee}  -  Enter the Trustee for the syndicate. A trustee manages the investment with the best interests of and on behalf of the investors and partners.
8. Enter details as required and pertinent to the syndicate/fund.
9. {Detailed Description}  -  enter details about the syndicate/fund.
10. {Notes}  -  enter any personal notes which will be author and date stamped for traceability.
11. [Save]  -  click to save changes. Use button at the bottom or the top right.

Note the following options can be accessed via the {Details} Quick Links at top or via the buttons at the bottom of the panel

12. [Investment Sub-Types]  -  if set up within Lookups you can click and select applicable sub types to the fund. Investment Sub-Types
13. [Receipt Setup]  -  click to add template and customise the receipt for the syndicate. Receipt Setup
14. [Receipt Certificate]  -  click to add template and customise the certificate for the syndicate. Receipt Certificate
15. [Tax Statement Setup]  -  click to create add template for a tax statement for the syndicate/fund. Tax Statement Setup

The Investments tab lists all potential and current investors in the syndicate/fund.  

1. [View Summary]  -  Opens the highlighted syndicate/fund in the investors Investments Summary view.
2. [Create New]   -   Opens the Create New investor window.
3. [Edit]  -  Opens the highlighted syndicate in the investors Investments Edit view.
4. [Bin]  -  Deletes the highlighted investor. Opens a confirmation window  "Are you sure?" Yes/No.
5. [Refresh]  -  Refresh the displayed screen to review changes.

The Financials tab accesses the full set of double ledger accounts for the syndicated project.

1. Click [Accounts]  -  to set up and view the chart of accounts.
2. Click [ Transactions]  - to view individual transactions for each account.
3. Click [Rollback] -  to open a new window to enable the rollback of un-reconciled transactions. (note this button is only available to Subscription Administrators)
4. Click [Expand]  -  expands the table of accounts.
5. Click [Collapse]  -  to close the table of accounts.
6. Click [Refresh]  -  to  refresh view after changes.

NPAV Adjustments  - use to enter the adjusted values for the selected fund. Refer Create a new NPAV Adjustment

1. To enter a new adjustment click [Create New].
2. Enter the relevant information.
3. Click [Save] to save, or click [Cancel].
4. [Edit] to edit the adjustment or [Delete] to remove.

To add documents to the work there are three options:-

1. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
2. Drag and drop into the marked box

Refer Adding documents to the Document Management System - DMS

or...

3. Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.

To search within the attached documents:-

4. Search within documents that have been attached to the work for the account.
5. Filter using tags that have been added to the document attached to the work for the account
6. [Search] - to search within documents that have been attached to the work for the account.
7. [Clear Search] - to clear the search criteria, text and tags.
8. Sort filtered results by file name or upload date.

Investment Sub-Types selection. If you have added investment sub type categories to your syndicate/investment fund  options for your subscription within the Lookups (requires General Admin level access) then the options will be available for selection.

1. Click arrows to open up the choices
2. Select tick boxes as appropriate
3. Click OK and apply to the current syndicate fund.

Syndicate Receipt Setup window. (Funds received from an investor)

1. Confirm the document reference prefix and the number of numeric characters required.
2. Enter a description  Use to prepare the syndicates personalised receipt email and link a receipt template to the email.
3. Select template for the receipt to be attached to the receipt email. To prepare a template refer to Creating  Module Templates
4. Email Body  -  enter the standard text required for the email body that will be sent to the client. You can personalise if required.
5. [OK] - closes window and return to the edit view.

Syndicate Receipt Setup window. (Funds received from an investor)

1. Confirm the document reference prefix and the number of numeric characters required.
2. Select template for the receipt to be attached to the receipt email. To prepare a template refer to Creating  Module Templates
3. Email Body  -  enter the standard text required for the email body that will be sent to the client. You can personalise if required.
4. [OK] - closes window and return to the edit view.

Syndicate Tax Statement Setup  -  Details tab

1. Enter your email text noting that the document will be inserted as a link for your client.
2. Click [OK] to save.

Syndicate Tax Statement Setup  -  Templates tab

3. Click [Create New] and select template for the receipt to be attached to the receipt email. To prepare a template refer to Creating  Module Templates within the DMS module.
4. Click [ Edit] / [Delete] to edit/delete your template.
5. Click OK to save and return to the Edit View.