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Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
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  1. Simple Fund 360 Knowledge Centre
  2. Fund Management
  3. General

General

  • Bulk Entity Setup
  • Entity Relationships
  • Entity Selection
  • Entity Setup: How to Set Up a New Fund, Company, Individual or Entity
  • Fund Dashboard
  • Fund Details
  • Fund Relationships
  • Fund Search
  • How to archive a fund?
  • How to Bulk Update the Accountant/Auditor/Account Manager Relationship?
  • How to close a Member's Account
  • How to customise Managed Fund / Unit Trust, Share Prices and Cryptocurrencies
  • How to Delete a Fund in Simple Fund 360
  • How to Manually Enter a Pension Policy when the fund is Deemed Segregation
  • Quick Tab Selection from the Main Toolbar
  • System Start Date
  • Tax Effect Accounting
Simple Fund 360 Knowledge Centre