Manage Funds

Manage Funds

Introduction

All the funds will be listed here. You can create a job, view, update, and delete the fund from this page.
You can also import a new fund from other accounting software that you're using or you can add a new fund manually to the portal.

Table Contents

Fund Name, Email, Phone Number, ABN, Business Code, and Business Name are the columns that are visible on this page. The table content will have the same details as the accounting software that you're using while importing the fund. 

Action

creating-job - Create a job for the fund

view-fund-details - View fund details

delete-fund - Delete the fund for which no job has been created yet

Search bar

You can search for a fund by Fund Name, ABN, Business Code, Business Name, or by the accounting software that it has been imported from


search-bar

Import New Fund


import-new-fund-button


You can import new funds from the below: 

  1. Class Super

  2. BGL360

  3. Superman

  4. Manual Upload: If from any other accounting software, you can use Manual Upload for adding a new fund manually.



import-options


Entries

View the number of entries shown per page at the bottom left corner of your screen. 


entries

Pages

At the bottom right corner of your screen:

You can view a number of pages and click on any of them and you will be redirected to the respective page. 


page-number


You can also click on forward and backward arrows to move forward or backward from page to page.


forward-and-backward-arrows


The option is provided to select 5, 10 & 20 entries of funds per page. 


entries


Sorting Arrows

All the columns available can be sorted alphabetically by clicking on the up & down arrow next to the column name, page-wise.

sorting-arrows



Click on the below link for more details:
How To View & Update Fund Details
How To Create A Job
How To Delete A Fund
How To Import Fund From BGL360
How To Import Fund From Class
How To Import Fund From SuperMate
How To Add Fund Manually

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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