Overview


 

Notification integration is now available between: 

  • CAS 360, Xero Practice Manager & Xero HQ;
  • Simple Fund 360, Xero Practice Manager & Xero HQ;
  • Simple Fund 360, CAS 360 and Xero Practice Manager & Xero HQ.

Simple Fund and CAS 360 can integrate with Xero HQ to allow for streamlined SMSF and Corporate Compliance notifications to flow to the Xero HQ activity dashboard.

From these notifications, users can lodge documents to ASIC, action requirements and review key SMSF considerations such as pension payments and contribution caps and much more. 


How does this integration work?

BGL has developed a notification integration that will push notifications into Xero HQ, creating alerts for users to action.


 

Prerequisites


Prior to integrating with BGL Products, Xero Practice Manager and Xero HQ must be synchronised. 

For sync instructions, refer to the Xero online help.  



In addition, please ensure that Xero Practice Manager and BGL Simple Fund 360 and/or CAS 360 are synced.

 

 

Alerts

Please see below the supported Alerts into Xero HQ.

 

Simple Fund 360:

AlertExplanationAction Label
Concessional Contribution cap breachedThe displayed member has exceeded their concessional contribution cap.Select Review to navigate to the Contribution Dashboard.
Concessional Contribution cap alert - approachingThe displayed member's concessional contributions for the financial year are reaching the available cap.Select Review to navigate to the Contribution Dashboard.
Non-concessional Contribution cap breachedThe displayed member has exceeded their non-concessional contribution cap.Select Review to navigate to the Contribution Dashboard.
Non-concessional Contribution cap alert - approachingThe displayed member's non-concessional contributions for the financial year are reaching the available cap.Select Review to navigate to the Contribution Dashboard.

 

CAS 360:

AlertExplanationAction Label
Annual Statement ReceivedThe displayed company has received an annual review in CAS 360.Select Process to access CAS 360 and complete the Annual Review process.
Annual Statement MissedThe displayed company's annual review date has passed and no annual review has been received into CAS 360.Select Follow Up to access CAS 360.
Document DeadlineThe displayed company has a coming deadline for document lodgement. Select Send Reminder to notify clients of the upcoming document deadline.
Document SignedThe displayed company has a document signed by the client that is ready for lodgement.Select Lodge to access CAS 360 and proceed with form lodgement to ASIC.

 

 

Setup Integration


  1. Click Here to login to the BGL Practice Management Integration page. 

  2. Select the Integrations tab.



  3. Select the Settings icon for Xero HQ 


  4. Click on the Connect to Xero button for the product you wish to integrate.


    Click on Allow Access.


    The Authentication status will be updated to be Active.




  5. Once the status is active, toggle the notification option to Yes and select Save.



  6.  The Xero HQ Status will now become Active.



  7. Click on the Settings icon for Simple Fund 360 and/or CAS360.




  8. Toggle the notification option to YES and select Save.

Ongoing Sync


When a notification is triggered in Simple Fund 360 and/or CAS360, an alert is instantly created and passed to Xero HQ's Activity Dashboard