BGL 360 Integration Process

BGL 360 Integration Process

BGL 360 Integration

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.

The following steps need to be completed in BGL SimpleFund 360.

BGL Integration

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

After enabling the funds, they can import/reauthorise the funds and submit the jobs to the Auditor.


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