Search Help Files and Training Manuals
Users can now directly search the online help through the 360 search. Simply type in a name of a feature or query that you have to present search results:
Overview
The Simple Fund 360 Search provides you with a smarter and faster way to search and navigate through Simple Fund 360 using your keyboard.
To access the Search, simply press the following key on your keyboard from any screen:
Reports Access
The Simple Fund 360 Search allows you to access and preview reports within a few seconds.
Please ensure you have selected a fund.
Use the keyword 'Open' or 'Preview' followed by the report name to preview that report for the selected fund.
Faster Navigation to Simple Fund 360 screens
The Simple Fund 360 Search provides you quick access to Simple Fund 360 screens based on the keywords you have entered.
Below is a list of some of the keywords you can use.
Screens to access | Search Keywords |
---|---|
Pension Wizard |
new pension |
New Accumulation Member | new accumulation |
Member List | rollin, commutation, tax free percentage |
Period Compliance |
create reverse |
Fund Pension Policies | actuary, actuarial, certificate, percentage |
Transaction Search
The Simple Fund 360 Search makes searching for a transaction a breeze.
You only need to type the keyword and related transactions will display.
Below is a list of some of the keywords you can use.
Transaction Information | Search Keywords |
---|---|
Transaction Details |
Input the transaction reference or description |
Transaction Type | Income, expense, property, transfers, commutation |
Account or Investment code | 77600, NAB, BHP |
Bank details | 60400, BSB, bank account name |
Member Transactions | member name, member code |