Starting out
- Smart Matching
- Getting Started with Simple Fund 360 for Trustees
- How to record Property when entering in Opening Balances
- How to record Depreciable Assets when entering in Opening Balances
- Getting Started with Simple Fund 360
- SmartDocs by BGL
Migrating from Simple Fund
- Migrating Funds from Simple Fund Desktop to Simple Fund 360 FAQs
- How to Invite the BGL Client Success Team to a Simple Fund 360 License
- Depreciation Schedule will not migrate from Simple Fund to Simple Fund 360.
- Simple Fund vs. Simple Fund 360
- Feed Status of Data Services after Migration
- Consolidation of Chart of Accounts
Migrating from other products
- Smart Docs - CGT
- CGT Health Check Screen
- Class Conversions
- Client View
- Reconciliation Points
- Future Period Transaction Review