Starting out
- BGL Entity Setup Service
- Opening Balances: Setting up a new fund
- Account View
- Analytical Insights
- Badges
- BGL Learning Channel Integration
- BGL SmartDocs
- Client Query
- Emailing documents to Simple Fund 360
- Entering historical contributions when entering opening balances.
- Entries to the suspense account range detected in the current financial year
- Faster access to common functions
- Feedback
- Fund Labels
- Getting Started with Simple Fund 360
- Getting Started with Simple Fund 360 for Trustees
- Help and Resources
- How do I switch from Simple Fund Desktop to Simple Fund 360?
- How do I switch to Simple Fund 360?
- How to Add a New Member
- How to change from one firm to another?
- How to Create a Global Report
- How to record Depreciable Assets when entering in Opening Balances
- How to record Managed Investments when entering in Opening Balances
- How to record Property when entering in Opening Balances
- How to use Workpapers?
- Importing Foreign Currency Transactions Using Fast Data Entry
- Insights Dashboard
- Log a Support Call
- Mobile App: Welcome to BGL Engage