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Class

  • Game Code: 439022
  •  English    21     Public
    Test your knowledge on the awesome features of Class!
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  • What is the dashboard?
    The home page with all relevant superfund information
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  • Where can you get the trial balance?
    Reports - Trial Balance
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  • Can I find out the superfund corporate trustee from the fund dashboard?
    Yes
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  • Can you set up transaction rules in class?
    Yes!
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  • Can you add financial advisers to Class relationships?
    Yes!
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  • Can you add eight members in Class?
    No
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  • Do all superfunds need to be GST registered?
    No
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  • Does the superfund code in class match the code in ECM?
    Yes!
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  • Can you set up property investments in Class?
    Yes
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  • Where do you go to access the transactions that have occurred in one bank account?
    Transactions - browse bank statements
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  • Where can you go to see what data feeds have been set up in Class?
    Feeds- Feeds Console
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  • What does it mean when the investment holdings are in Green in class?
    The data in Class matches to the data feeding from external party
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  • What does it mean when the investments holdings are red in Class?
    There is a variance between the data we have on file and the data from the external party
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  • Where can you go to find the pension accounts for a member?
    Members - browse members, or members - browse pension reviews
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  • Does the external superfund balances flow into Class?
    No - you need to manually enter the external superannuation balances from ATO report
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  • Where do you go to add tags in Class?
    Fund - Fund details
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