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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Connect

Connect

  • Error: "You don't have access to connect any Xero Practice Manager Accounts"
  • Macquarie Wrap and Bank Feed Troubleshooting
  • How to view and manage your Share Data Pack License
  • Inviting Trustees into Simple Fund 360
  • BGL Bank Data Service - Missing Transactions from Bank Feed
  • How to merge/transfer an operating bank feed to another bank account
  • Bank Feed Report
  • Contract Notes: Instructions
  • Contract Note Setup - ETRADE ANZ Share Investing
  • Bank account already has a feed operating
  • Re-Request function not working
  • CSV upload error: Transactions are not in readable format
  • Duplicate transactions are uploading from Xero
  • Loan accounts set up incorrectly under the BGL Bank Data Service
  • Email notification of failed Contract Notes
  • Importing BankLink XML failed: Error reading XML file
  • Xero feed not uploading transactions
  • How to cancel Data Feeds
  • MYOB BankLink Import not working for Bendigo and DDH XML Files
  • MACQUARIE CMA – Request new ESI Credentials
  • MYOB BankLink import not appearing after successful upload
  • Historical Contract Notes
  • What to do when Bank Feeds - Feed Status shows as Cancelled?
  • Feed Status of a Bank Account is 'Awaiting Signature' when 'Feed Operating' is expected
  • Data Feeds not importing into SF360
  • Data Entry prior to setting up a Bank Feed
  • Contract Note Matching - most tax effective disposal
Simple Fund 360 Knowledge Centre