Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
There are requirements for documents and clients to allow for documents to synchronise between FYI and BGL CAS 360 or NowInfinity.
Sync Requirements
The following are the requirements for documents to be imported from NowInfinity or BGL CAS 360.
Client added to ASIC Agent Number (Australian practices only)
Clients must be added to your Agent Number via Form 362. The FYI automation will then check the corporate affairs application for the incorporation documents and add a link to the client in FYI if it matches the ACN.
Matching Client Identifier
Clients must have a matching identifier in both FYI and the corporate affairs application.
- For practices based in Australia, the client must match using the ACN.
- For New Zealand and the United Kingdom, the client's Company Number or Business Number must match the Client Tax VAT or Client ID Number.
Depending on your practice management platform, the client number may be stored in different fields.
- For practices integrated with MYOB Practice Management (formerly GreatSoft), the client can match using the Client Tax VAT or Client ID Number.
- For practices integrated with Xero Practice Manager, the FYI automation matches on ACN and will only import documents where the ACN in the corporate affairs application matches the ACN in Xero Practice Manager.
Start Date of the Automation Process
The Start Date of the Automation Process is before the document was issued or created in the corporate affairs application. Refer to Import from BGL or Import from NowInfinity.
Matching Client Name (NowInfinity only)
If the client name in FYI is different to the name in NowInfinity the document will not be synchronised. For example, "Growth Partners Pty Ltd" would not be matched with "Growth Partners Pty Ltd / Trust Fund".
Where documents have not been imported
If a document has not been imported from your corporate affairs application, follow each of the steps below to identify the cause of the issue.
- Check what date the document was received. Documents will be synchronised at 4am (depending on your location) the following day. If a document is received in the corporate affairs application today, it will be displayed in FYI tomorrow.
You can see the date and time of the Last Sync with the corporate affairs application from the appropriate app in Automation - Apps. Refer to Connecting your BGL account to FYI or Connecting your NowInfinity account to FYI.
- Check if there are any errors shown on the Process - Activity tab of the relevant Process, or if there are any errors shown in the Practice - Activity tab. Any documents that are not imported due to an error will be imported the next time a sync can be completed with the corporate affairs application.
- Check if you have more than one ASIC agent or instance of your corporate affairs application. If you do have more than one, check that the Sync Sub Accounts setting is enabled or that each account is individually connected. Refer to Connecting your NowInfinity account to FYI.