You can integrate your FYI account with CAS 360. Once it's set up, information is imported from CAS 360 overnight and automatically filed against the relevant client as a document in FYI.
The documents display in the Client - Corporate Affairs tab.
Read more at the FYI Website.
To start importing from CAS 360, you first need to link your CAS 360 account to FYI.
Note: This is a one-off step and can only be done by an FYI administrator.
Important
For practices integrated with Xero Practice Manager, in order to retrieve documents from BGL, FYI searches for a match on the BGL company number against either:
- the Xero Practice Manager Company Number; or
- the Xero Practice Manager Business Number
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- Click the cog icon next to BGL to open the connection settings.
- Click the Connect button and you are prompted to log in to the BGL API with your firm's CAS 360 login details. Then follow the prompts that are displayed to complete the connection.
Set up the process to import
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- In BGL Corporate Documents & Companies Office Documents - Import & AutoFile, click the cog icon to edit this process.
The Corporate Documents & Companies Office Documents - Import & AutoFile process displays.
The Trigger is "New Document".
The Filter for this process is "Document Source is BGL Document".
To make this process active, change the Status to "Active".
Step 1
This process has one step, Import BGL Statement, which imports documents from CAS 360. Its filing details are set to file the imported documents.
You can set any options for Workflow, or for creating a Task, and to enable or disable Comments (refer to the FYI Website).
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.
Change who FYI assigns CAS 360 tasks and documents to
If FYI is still creating tasks from CAS 360, such as a task to lodge a document, or sending imported documents to a staff member who has left your practice, update the settings in FYI. FYI creates these tasks, not CAS 360, so you can't change them in CAS 360.
An FYI administrator can update them:
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- In Corporate Documents & Companies Office Documents - Import & AutoFile, click the cog icon.
- In the Import BGL Statement step, check:
- the task settings: the assignee, or the task template that sets the assignee
- the Owner in the Workflow section. By default, this is the client's manager. If the former staff member is still the manager for those clients, update the client's manager.
- Check the process Owner. This user is emailed if the process fails.
For more detail, see Import from BGL on the FYI website.