Skip to main content
Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
  • Community
  • Sign in
  • Sign in
  • Community
  1. Simple Fund 360 Knowledge Centre
  2. Getting Started
  3. Starting out

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
  • Next ›
  • Last »
Simple Fund 360 Knowledge Centre