Quick access to Invite New User function
Users can now be easily invited from the Settings side menu. Simply hover your mouse over the Settings icon in the Main Toolbar and select Invite New User.
Quick access to adding New Members
Members can now be easily added to the Member List via the Members side menu. Simply hover your mouse over the Members icon and select either Add Accumulation Member of Add Pension Member.
Quick access to adding new Chart Accounts and Transactions
Users can now easily add new chart accounts via the Accounting side menu. Simply hover your mouse over the Accounting icon in the Main Toolbar and select either Bank, Investment, Liability LRBA or Other to add accounts. Refer to the Chart of Accounts for more.
Users can now easily add new transactions via the Accounting side menu. Simply hover your mouse over the Accounting icon in the Main Toolbar and select either Bank Statement, Journal, Depreciation or Corporate Action. Refer to Transaction Input for more.
Quick Access to Data Feeds
Bank Feeds, Share Data, Wraps and Platforms can now be easily selected from the Connect side menu. Simply hover your mouse over the Connect icon from the Main Toolbar and select one of the data feeds from the list. Refer to the Datafeeds & Integrations help for more information on all connected services available in Simple Fund 360.
