Setting up a Bank Account in the Smart Matching Screen
1. Hover the cursor over Accounting from the Main Toolbar, and select Smart Matching.
2. Select the Add Bank Account button on the page.
3. Enter the Bank Account information in the appropriate fields.
4. Once the information has been entered, you will be given an option to enter a Bank Feed Provider.
|None - Manually Input or Import||Select to manually input or import data|
|MYOB BankLink||Select to use MYOB Banklink as the provider. You will be given two fields; Start Date and End Date. Enter the date range for data you wish to import.|
|BGL Bank Data Service||Select this option to use BGL Bank Data Service as the Bank Feed Provider. You will be prompted with two buttons; Download Authority Form and Download Client Letter. You will also be given a date range to Import the data. Enter the desired Start Date and End Date.|
BGL Bank Data Service feed set up.
If you are using the BGL Bank Data Service select
Simple Fund 360 will now populate the Authority Form which you are required to send to the fund's trustee(s) for signing. Once you receive the signed Authority Form, send the completed form to our BGL Data Services team, either by mailing it to the address below, or emailing it to firstname.lastname@example.org.
For a list of Supported Banks - please see Supported Banks
BGL will keep you updated in regards to the status of the Bank Feed. You can monitor this by hovering the cursor over the Feed Status icon, as seen below. At first it will display Awaiting Signature. Automated Bank Data is only available from the time the authority form was approved by the financial institution. Approval may vary between 10-15 business working days. Once it has been approved, the status will change to Feed Operating.