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  1. Simple Fund 360 Knowledge Centre
  2. Getting Started

Getting Started

Starting out

  • Smart Matching
  • Getting Started with Simple Fund 360
  • SmartDocs by BGL
  • How to Add a New Member
  • Quick Data Entry - Investment History
  • Entries to the suspense account range detected in the current financial year
See all 34 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
  • Consolidation of Chart of Accounts
  • SF vs SF360 Terminology
See all 12 articles

Migrating from other products

  • Smart Docs - CGT
  • CGT Health Check Screen
  • Class Conversions
  • Client View
  • Feed Status of Data Services after Migration
  • Reconciliation Points
See all 8 articles
Simple Fund 360 Knowledge Centre