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  1. Simple Fund 360 Knowledge Centre
  2. Getting Started
  3. Starting out

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
  • How to Add a New Member
  • 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)
  • How do I switch to Simple Fund 360?
  • How do I switch from Simple Fund Desktop to Simple Fund 360?
  • How do I switch from a Third Party to Simple Fund 360?
  • Simple Fund 360 Search
  • Account View
  • Opening Balance
  • Entering historical contributions when entering opening balances.
  • Fast Spreadsheet Data Entry (Cash Code)
  • BGL Learning Channel Integration
  • Upgrade Firm Subscription - Add funds, bank data and share data to your firm subscription
  • Log a Support Call
  • Mobile App: Welcome to BGL Engage
  • SF360 Wishlist and Feature Requests
  • Feedback
  • Analytical Insights
  • How to Create a Global Report
  • Entity Workflow
  • Client Query
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Simple Fund 360 Knowledge Centre