Members, Partners and Beneficiaries' years are not correct
Where you have members, partners and beneficiaries, from the View menu, click Members or Partners and Beneficiaries.
Ensure you have all the years set up for them, even if they received a nil distribution in any particular year or have been resigned.
Ensure that they have been resigned correctly and have not been deleted or reordered.
Log in to HandiLedger and Select your entity.
From the View menu, click Beneficiaries Details.
If you are missing a year for a beneficiary (even for a resigned beneficiary), highlight the member and click Year, New, and type in the missing year and then click Save.
Trust distributions and their relation to Beneficiary Types
Transactions for Beneficiary Loan or Non-Equity (UPE) type beneficiaries must be in the account range Capital:
Capital account range (4000-4099).
Transactions for Corp Beneficiary Equity (UPE) and Corp Beneficiary Equity (Sub Trust) type beneficiaries must be in the account range Equity:
Equity Account Ranges (4400-4499).
Note: All entries in the beneficiary range of accounts must be sub-accounted to the relevant beneficiary. For example, Beneficiary 2 with type beneficiary loan opening balance account code would be 4000.02.