The following table goes through the new terminology/feature used in Simple Fund 360 compared to Simple Fund. Click on one of the links below for more information on how to access the screen in SF360.
| Simple Fund | Simple Fund 360 |
|---|---|
| Balance Forward | Close Period |
| Data Import Rules | Matching Rules |
| Electronic Lodgement System (ELS) | Standard Business Reporting (SBR) |
| Lump Sum Payment | Rollover Payment |
| Lump Sum Rollin | Member Rollin |
| Pension Policy | Fund Pension Policies |
| People Database | |
| Reverse Balance Forward | Re-Open Period |
| Roll Forward | Close Period |
| Summarised View (Transaction screen) | Live Reports (Trial Balance) |
|
System/Client/Fund Text |
Report Templates |
| Transaction Review | Smart Matching |
| Date Joined Fund | Start Date (Member List) |