| If any issues arise in setting up integration between CAS360 and AccountKit, Please contact AccountKit's support team. |
Getting started
Get Connected
In AccountKit, have a user with practice administrator user permissions enter Practice Settings
- Go to the Integrations tab
- Select the 3 Dot menu and the applicable Connect Button:
- Go through the BGL login process to authorise AccountKit's access.
- AccountKit will now retrieve the company's within CAS360 and link them to a client in AccountKit where it can find a match.
Other Setup
Where there is not a match (ie. a company exists in AccountKit that isn't authorised in CAS and vice-versa), you'll have the ability to manually match the company OR create the company in AccountKit to match either via the exceptions report or manually via the client detail page.
- Go to Practice Settings -> Lists and Tags -> Business Types and ensure you set the correct ATO Client Type of "company" for each entity type. We use this as a consistent method to filter by entity type.
- Go to each unlinked company (their CAS360 icon will be grey in the client list).
- Look at the integrations area for the client where you'll see the grey CAS360 icon.
- Select the grey CAS360 icon and select the applicable company to match against
- Press Save to save the connection.
The CAS360 icon will now be coloured indicating that it is now connected.
On Your Dashboard
Your window into CAS 360 and your company list is made up of a number of elements
- To enable the integration, head on into your practice settings and enter your login details to enable BGL CAS 360 on your dashboard.
- The refresh button - Your company information will refresh each night, but you can force an updated at any time by pushing the refresh button in the top right corner.
- The 3 tabs which give you visibility into the various corporate compliance areas of interest - Companies with Debt, Annual Reviews and Lodgements.
You also have the option by hovering over the relevant company to click through to the company in CAS360, the client in AccountKit or the company record with ASIC.
Tab 1 | Companies with Debt
This tab shows upcoming, current and overdue debt with ASIC and the applicable amount enabling you to remind your clients of their obligations ahead of time as well as prompting you to remind the delinquent payers that they're late with a payment and incurring fines.
| Tab | Description | |
|---|---|---|
|
1
|
Company Name | This is a list of your client's companies as they are registered with ASIC |
|
2
|
ACN | Australian Company Number |
|
3
|
Future Debt | Upcoming debt that is nearly due |
|
4
|
Debt Now Due | ASIC debt that is now due either because an annual review is due or a form recently lodged. |
|
5
|
Overdue | The different columns represent just how overdue a payment is for a given company along with any accompanying fines. |
|
6
|
Total Debt | Represents total funds due to be paid to ASIC presently irrespective of due date. |
Tab 2 | Annual Reviews
This tab identifies upcoming annual reviews so you can schedule your upcoming week with your annual review requirements.
| Column | Description | |
|---|---|---|
|
1
|
Company Name | This is a list of your client's companies as they are registered with ASIC |
|
2
|
ACN | Australian Company Number |
|
3
|
Payment | Due date for payment of the Annual Review (4 weeks after the due date) |
|
4
|
Today | Due date for the Annual Review to arrive. |
|
5
|
Next 7 Days | Annual reviews due to arrive in the next week. |
|
6
|
7 - 14 Days | Annual reviews due to arrive in the following week. |
|
8
|
Show only those annual reviews requiring actioning | To reduce some of the clutter tick this box to filter out the Annual Reviews that have already been sent out, just leaving those that need to be dealt with |
Tab 3 | Lodgements
This tab shows all current outstanding lodgements with ASIC and their associated status. Good for a quick snapshot as to where your lodgements are up to and whether there are any areas to address.
| Column | Description | |
|---|---|---|
|
1
|
Company Name | This is a list of your client's companies as they are registered with ASIC |
|
2
|
ACN | Australian Company Number |
|
3
|
Status | Identifies the status of a lodgement as either:
|
|
4
|
Document Type | Due date for the Annual Review to arrive. |
|
5
|
Lodgement Deadline | Date to be lodged by before fines are issued. |
|
6
|
Date Modified | Date that the document had last been modified by your office. |
|
7
|
Contact | The staff member who created the document for lodgement. |
Other Usage
Client Detail Page
On the client detail page, you have an integrations area where you can preview client information direct from CAS360 for comparing against your own client data.
- Client NOT matched to a company within CAS360
- Client Matched to a company within CAS360 expanded to show associated info.
Client Group Page
Within the client group, if you expand the integrations area, you will see all company information details for those entities within the group.