Import from BGL

You can integrate FYI with market leading providers BGL to automatically import the information from this third party provider for your clients. Information is imported from BGL overnight and automatically filed against the relevant client as a document in FYI.

The documents display in the Client - Corporate Affairs tab. This provides a summary of the ASIC annual company register statements which also shows the status of the statements (for example, if the annual review fee has been paid). The documents in FYI each hold a link to open the ASIC statement directly from BGL. Refer to Displaying Documents and Information for a Client.

To import from BGL, you first need to link your BGL account to FYI

Note: This is a one-off step and can only be done by an FYI administrator.

1. From FYI, click the Automation menu option.
2. Go to the Apps tab.
   
   
   
   
3. Click the cog icon next to BGL to open the connection settings.
4. Click the Connect button and you are prompted to login to the BGL API with your practice's BGL login details. Then follow the prompts that are displayed to complete the connection.
   
   
   
   

Set up the Process to Import

1. From FYI, click the Automation menu option.
2. Go to the Processes tab.
3. In BGL Completed Document AutoFile, click the cog icon to edit this process.
   
   

The Trigger is "Document Created".

The Filter for this process is "BGL Statement".

To make this process active, change the Status to "Active".

Step 1

The step in the Completed Document AutoFile is to import from BGL and Action is set to Import BGL Statement and the filing details are set to file the returns that have been imported.

You can set any options for Workflow, or for creating a Task, and to enable or disable Comments (refer to Automation Notifications).

Once the connection has been made with FYI, and the process has been set up and set to Active, any new documents or changes in status to a document in BGL, are automatically imported into FYI.