BGL Authority error when creating a job
Overview
This article will cover the process to rectify the problem where users experience an error message when creating a job in Auditomation. The message received is "BGL returned an Authority Error"
Step 1: Try importing the Client from Manage Clients page
Go to Manage Clients -> click on Import New Client -> Enter BGL 360 credentials -> Authorise -> Select the client -> click on Import Selected Clients:
You will find a message as 'Already Exists' infront of the imported client, as below:
After the above process, please try creating the job. If still an issue then please follow the Step 2 instructions as provided below:
Step 2: Update to be done from BGL 360 Integration page
If Step 1 did not work then please follow the below:
The steps below will also resolve an issue where the accountant tries to reimport a fund into their portal, but the fund is not appearing in the selection list from BGL.
To resolve this, the following steps need to be completed in BGL SimpleFund 360. This may require the auditor to go back to their connected accountant to resolve through their access to BGL itself
BGL Configuration
From BGL360, click the menu icon (9 dots), and select Integrations
Look for the application listed as Cloudoffis - SMSF auditomation then click Edit
A screen similar to the one below will appear. Click the green button next to
Assigned Entities.
NOTE: The number preceding the word "Edit" represents the number of currently assigned funds on the authority.
Check that Allow future entities to be accessible by default is switched on. This is recommended to ensure a smooth import process for the Auditor.
If you are using multiple audit firms you may leave this set as off, as you would be enabling only the funds as required.
There are also likely to be Funds in the Disabled Entities column. Click 
to move all over to Enabled, or 
to move each fund separately.
Click Save
Please ensure the funds remain Enabled at least until your Auditor has completed the Audit. Disabling access will prevent them from reimporting data, as well as issues with downloading Workpapers
Once completed in BGL, you should be able to go back to your Cloudoffis portal and reimport the funds
For additional information from BGL on this integration,
please click here
Additional steps for the Auditor
Once the accounting firm has re-enabled the funds, and reimported them, it is recommended they contact their Auditor so they can reimport the Lead Schedule & Workpapers. This will resolve the
"red tray" error in the majority of cases.
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