Overview
Save time when creating bank accounts in Simple Fund 360 through Smart Matching's bank account creation feature.
Let Simple Fund 360 manage creating the chart account by selecting the type of bank account you wish to create. This takes out the guesswork in deciding which chart account to place the bank account in.
If the bank account will be operating via a feed, you can easily set this up from the same screen without needing to navigate away to the bank feeds screen.
Instructions
- Navigate to the Smart Matching screen.
From the Main Toolbar, go to Accounting. 
Select Smart Matching. 
- Select Add Bank Account.
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Record the Account Name, Type and BSB/Account Number. The Account Code (BANKCODE) will pre-fill based on the BSB and Account Number recorded.
Account Type Explanation Cash at Bank Will be added to Chart of Accounts as account number 60400. Term Deposits Will be added to Chart of Accounts as account number 60800. Liability - LRBA Will be added to Chart of Accounts as account number 85500. Bank Feed Provider Explanation None - Manually Input or Import Select this option if no feed is used for this account. MYOB BankLink MYOB BankLink XML BGL Bank Data Service BGL Bank Data Service -
The Bank Institution will appear. Select the Data Feed provider (if applicable).
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Select Submit to save the account. Refer to Smart Matching for more information.