FREE Web Training Series

How to Automate your SMSF Administration - Training Series

These sessions are a must for all Simple Fund users. The sessions will show you how to automate the flow of data which will eliminate manual data entry, effectively saving you time and money.

CPE Hours 1 (per session)
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.

In each session you’ll learn:

• How to upload transactions from external data sources
• How to automatically upload data from Macquarie, OneVue and Praemium
• How to create custom uploads and automatically recode transactions for multiple funds

Part One

Transaction Uploads and Data Import Rules

Content

• What is transaction upload
• Reference numbers
• Uploading X-Plan (XML file)
• Uploading CommSec Cash Management ( CSV file)
• Manual data import rules
• Data import rules from the Transaction screen
• Automatic data import rules

Web Training Dates

Part Two

Automating your Data Feeds

Content

• What is Automated Data Feed
• Uploading Macquarie automated web feed
• Uploading OneVue automated web feed
• Uploading Praemium automated web feed

Web Training Dates

Part Three

Creating Custom Uploads and the NEW Transaction Review screen

Content

• What is Upload Mapping
• Creating and uploading a custom upload ( broker upload)
• What is transaction review
• Automatically recode transactions from multiple funds

Web Training Dates

For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.

*Only current BGL clients are eligible for these sessions