Overview

An updated Sidebar Menu is available for Simple Invest 360. Users can opt in to this new menu by hovering over the App Switcher  in the top right-hand corner, then selecting Settings.

This new left side menu has the following menu options available:

• Home
• Dashboards
• Accounting
• Review
• Period End
• Reports
• ATO
• Connect
• Settings

Instructions

1. To enable the updated Sidebar Menu, first hover over the App Switcher in the top right-hand corner:
   
2. Then select Settings:
   
   
   
3. Select the toggle to enable the updated Sidebar Menu:
   

Once the page has been refreshed, the new sidebar menu will appear on the left side.