BGL Bank Data Service
After migrating a fund with an active bank feed in Simple Fund desktop, the status of the feed will initially appear as "Bank Approved" in Simple Fund 360. The feed status will be automatically switched to "Feed Operating" the next day. Alternatively, you can perform a transaction re-request to change the status to "Bank Approved". Refer to Bank Feed Management for re-request instructions.
The status will display Awaiting Signature if the fund name, account name or account details do not match the BGL record. In this instance the feed status will be updated to Feed Operating from Awaiting Signature within 24 hours.
Contract Note Service
After migrating a fund from Simple Fund desktop to Simple Fund 360 with an active contract note feed, the service will be automatically "Active" and ready to use.
Setup Connected Services in Simple Fund 360
To setup the BGL Connected Services in Simple Fund 360 refer to the BGL Bank Data Service