When to use it
Supreme requires every council to file Form 1295 semiannually. The audit covers the six-month period and is generated against your categorized bank transactions. The annual/year-end audit covering the prior fraternal year is due August 15 — generate and submit it before then. The council's Trustees, with the Grand Knight, must approve the audit before it goes to Supreme.
Step by step
- Go to Finance → Audit (Form 1295). The Audit Readiness banner shows whether bank accounts are configured and what share of transactions are categorized — aim for high categorization first.
- Click New Report, choose the Columbian Year, and click Create Report. (The period defaults to that year, July 1 – June 30.)
- Open the report. Review Schedule A (membership), Schedule B (cash reconciliation), and Schedule C — fill in and Save Schedule C where amounts are requested.
- Open the Approval tab. Each assigned officer — Grand Knight plus the 1-, 2-, and 3-Year Trustees — approves by checking their box in-app, or via the approval link emailed to them.
- Once every assigned officer has approved, click Submit (Submit is blocked until all approvals are in).
- Use Send to Supreme to transmit the submitted report. Use Print / Save PDF or Download for your records.
Tips & gotchas
- Submit is gated on full approval: all assigned officers — GK + 3 Trustees — must approve first. The button explains how many approvals are still outstanding.
- Generating the report while transactions are still uncategorized produces an incomplete Schedule A/B/C; the app warns you and you'll likely need to regenerate after categorizing.
- A submitted report can't be deleted — use Recall to return it to draft first.
- Deleting a draft report unlinks its assigned transactions but does not delete the transactions themselves.