Troubleshooting - BGL360

Introduction

Below are the steps to overcome and resolve the errors that you might encounter while Importing a BGL 360 Fund.

1. Error Message: BGL360 returned an authority error, this is due to a change in access or fund ID's

A. Check and Update BGL 360 Integration

This error may occur if the client or fund is listed under Disabled Entities in BGL 360. Follow these steps to enable it:

Step 1: Log in to BGL360 and click the Waffle icon (9 dots). Select Integrations.

Step 2: Locate:

1. SMSF Sorted PROD (for SMSF Sorted Pro users)
   

1. Cloudoffis - SMSF Auditomation (for SMSF Auditomation users)
   

Step 3: Click Edit next to the application.

Step 4: Click the Edit button next to Assigned Entities.

Note: The number preceding the word Edit represents the number of currently assigned funds on the authority.

Step 5: Turn ON the toggle for Allow future entities to be accessible by default to prevent future errors.

Step 6: Click the Arrow > to shift funds from Disabled Entities to Enabled Entities.

Step 7: Once done, click on Save to confirm.

Note: Ensure funds remain enabled until the audit is complete to avoid import issues or workpaper download failures.

B. Re-Authorise in SMSF Sorted or SMSF Auditomation

Once you’ve updated BGL 360, you need to re-authorise:

1. SMSF Sorted Pro users: Re-Authorise Client in SMSF Sorted.
   
2. SMSF Auditomation users: Re-Authorise Fund in SMSF Auditomation.

Click on the respective link for detailed steps.

2. Error Code 401: You do not have the permission to connect third party applications for firm $Firm Name$, please speak with your administrator. 

Giving permission to connect third party applications in BGL360

Follow the below given steps to overcome the error code 401

Step 1: Login into BGL account, and click on Settings > User Roles.

Step 2: Select the Role and scroll to the last. 

Step 3: Now toggle on the Connect third party applications options.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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