The Corporate Affairs tab displays documents that have been automatically imported from a third party system such as BGL or NowInfinity.
If you select to view a Client Group at the top of the Client Workspace, the list shows the documents for all clients in that Client group and includes the Client column.
The summary of annual ASIC statements shows the status (for example, if the annual review fee has been signed or paid). These documents each hold a link to open the ASIC statement directly from the relevant third party system such as BGL or NowInfinity.
When integrated with NowInfinity, the Corporte Affairs tab also displays the client's corporate documents such as company formation, Trust and SMSF establishments documents.
Note: For NowInfinity this creates a Web Link to the the document, not the full documents as pdf. This is currently an issue with NowInfinity and FYI is working with them to get the full feature restored so that the full documents are brought over.
The following is an example of the Corporate Affairs tab that displays for a Group.
To enable the information in the Corporate Affairs tab, the relevant compliance App (for example, BGL, NowInfinity) needs to be enabled by an FYI administrator for your practice. Refer to Import from BGL, Import from NowInfinity and Automation Apps.