Starting out
- Smart Matching
- Quick Data Entry - Investment History
- Entries to the suspense account range detected in the current financial year
- Sign in with Xero
- Sign in with Google
- Multi-Factor Authentication (MFA)
Migrating from Simple Fund
- 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
- Consolidation of Chart of Accounts
- SF vs SF360 Terminology
- SF360 vs SF Desktop - Reports
Migrating from other products
- Smart Docs - CGT
- CGT Health Check Screen
- Class Conversions
- Client View
- Feed Status of Data Services after Migration
- Reconciliation Points