The following table goes through the new terminology/feature used in Simple Fund 360 compared to Simple Fund. Click on one of the links below for more information on how to access the screen in SF360.
Simple Fund | Simple Fund 360 |
---|---|
Balance Forward | Close Period |
Data Import Rules | Matching Rules |
Electronic Lodgement System (ELS) | Standard Business Reporting (SBR) |
Lump Sum Payment | Rollover Payment |
Lump Sum Rollin | Member Rollin |
Pension Policy | Fund Pension Policies |
People Database | |
Reverse Balance Forward | Re-Open Period |
Roll Forward | Close Period |
Summarised View (Transaction screen) | Live Reports (Trial Balance) |
System/Client/Fund Text |
Report Templates |
Transaction Review | Smart Matching |
Date Joined Fund | Start Date (Member List) |