Getting Started

Starting out

• Trustee Query
• Smart Matching
• Opening Balances
• Fast Spreadsheet Data Input (Cash Code)
• Account View
• Multi-Factor Authentication (MFA)

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Data Feeds

• Supported Banks - BGL Bank Data Service
• Broker and Registry Dashboard
• BGL Bank Data Service
• MYOB BankLink CSV
• MYOB BankLink XML
• Xero Feed

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Training & Education

• BGL Learning Channel Integration
• BGL Learning Channel User Access
• BGL Learning Channel Course Library
• BGL Learning Channel Individual Course Purchase

Migrating from Simple Fund

• 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
• Simple Fund Desktop Transition Guide

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Migrating from other products

• Client View
• Feed Status of Data Services after Migration
• Reconciliation Points
• Future Period Transaction Review
• Adopting a Migration Strategy for your Firm
• Short Firm Name