New BGL Sidebar Menu – A new sidebar menu is available for Simple Fund 360 and Simple Invest 360!
- This menu was designed after reviewing analytics from these platforms and considering users’ workflows from interviews:
- The default Sidebar Menu is still active, however users can opt in to this new menu by selecting App Switcher > Settings, then enabling “Use NEW Sidebar Menu”:
- AUSIEX Contract Notes Feed - We have made enhancements to support the trade confirmation PDF.
- Smart Reports - Comparing to prior periods now has three options: Compare against the same date range in the prior year, Compare against same prior date range, Compare against the prior Financial Year.
- Corporate Actions - 4 new mergers added.
- Corporate Actions - We have added the Premier Investment Limited (PMV) In-Specie Distribution of Myer Holdings Limited (MYR) calculator and instructions.
- Corporate Actions - Updated Suncorp Group Limited (SUN) return of capital to include dividends.
- Property Dashboard - Valuations can now be entered with decimals.
- Reversing Journal - When a reversal journal has been updated, the software will update the opposing journal.
- Reports - A new setting has been added to the Chart of Accounts Listing Report to display Tax Labels.
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Insights Dashboard - Key statistics such as contribution, pension, and lodgement are now displayed, along with updated global reports for 2024 and 2025 (previously 2023 and 2024), allowing for a more detailed exploration of 2025 insights.
- Consolidated Reporting - User roles have been updated to include two distinct options for the Consolidated Reporting screen: one role provides view-only access, while the other allows both view and edit permissions.
- Consolidated Reporting - Fixed an error where Investment Loan balances were showing as zero.
- Consolidated Reporting - Fixed an error with linking a Normal account to a header.
- Consolidated Reporting - Hide Investments with zero balances in the Consolidated Investment Report.
- Transaction List - Transaction list date picker accepts date format dd/m/yyyy.
- Create Entries - Failed to apply the pool percentage for Capital Works in a Hybrid scenario.
- Digital Signing, Member Statement - Did not send it for digital signing when it's the last document in the report pack.
- Fund Transfer - Export did not transfer the wind-up status.
- Fund Transfer - Could not export Fund without member accounts.
- Reports - Could not export Fund without member accounts.
- SuperStream - Fixed an issue where users were unable to view the SuperStream Dashboard - Action Required tab.