Skip to main content
Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
Submit a request
Sign in
  1. Simple Fund 360 Knowledge Centre
  2. Getting Started

Getting Started

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
See all 37 articles

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
See all 13 articles

Migrating from other products

  • Smart Docs - CGT
  • CGT Health Check Screen
  • Class Conversions
  • Client View
  • Reconciliation Points
  • Future Period Transaction Review
See all 7 articles
Simple Fund 360 Knowledge Centre