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Simple Fund 360 and Simple Invest 360 Product Update – 14 March 2024

What's New?

Smart Reports – Account View and Trial Balance
When opening the Account View or Trial Balance on the Smart Reports screen, the default view now includes all parent-level and sub-account balances. Previously, only parent-level account balances were shown. Learn More

Smart Reports – Balance Sheet
The Balance Sheet will now combine all unallocated account balances. Learn More

Smart Matching – Fast Data Entry
Bank Statements uploaded through Fast Data Entry for transaction extraction will now be automatically saved to the Documents screen for audit purposes. Learn More

Property Valuation Services – TrueMarket Integration
BGL has integrated with TrueMarket to provide fixed-price, current and retrospective, desktop property valuations and rental assessments for commercial, industrial, rural, and residential properties Australia-wide. Learn More

Workflow – Current Tasks
Several additions have been made to Workflow including a new Current Task status and a new Current Task column in the CSV export. Jobs also now include a copy link for sharing the URL. Learn More

Workpapers – Enhancements
Several improvements have been made to Workpapers including the ability to view Pack Created Date and Last Refreshed Date, rename a document in the Workpapers screen, reconcile tax for companies (previously only SMSFs), modify other users’ notes (admin users only) and sort the transaction view by All Columns. Learn More

Digital Signing – FuseSign Integration
Digital signing provider FuseSign now supports multiple signatories using the same email address. SMS two-factor authentication is required. Learn More

Investment Securities – New Date Picker
A date picker has been added for the price date, income and asset allocation sections of the Investment Securities screen. Learn More

Reports – Deductions Notice Letter
The Deductions Notice Letter now includes the option to indicate if the letter is a varying or prior notice. Learn More 

Corporate Actions – New Merger
Aussie Broadband Limited’s (ABB) acquisition of Symbio (SYM) has been added to Corporate Actions. Learn More

Simple Invest 360 – Training Trust
A sample Trust is now available for training purposes and is not included in the subscription entity count. Simply contact your account manager to add the BGL Training Trust to your Simple Invest 360 license. 

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
Head of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn


Author BGLCorp

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