BGL proudly announces integration of Blueprint by ChangeGPS with CAS 360 and Simple Fund 360. Blueprint is designed to help accountants provide structure advice to their clients by generating easy to understand and automated structure charts.
Blueprint by ChangeGPS extracts data from BGL’s CAS 360 and creates a structure chart using relationship information.
Traditionally, clients find it difficult to understand their business structure and a chart is great but can often take up to an hour to prepare.
Using BGL’s API, Blueprint will extract company, trust, super fund, officer, shareholder, beneficiary, unitholder and other entity relationships. Once the data is extracted, users will easily be able to modify the chart to meet their needs and the needs of their clients. Blueprint is designed to help clients instantly understand the accountant’s advice – making it much easier for them to say “yes” to structure advice.
Structure Charts With BGL CAS360
What information does ChangeGPS obtain from BGL?
The List in Blueprint will list the following from CAS 360:
- all Labels
- all Companies
- all Trusts
For each Company selected, Blueprint will retrieve the following from CAS 360:
- all Officers
- all Shareholders
- all Super Funds which are listed under relationships.
For each Trust selected, Blueprint will retrieve the following from CAS 360:
- all Beneficiaries
- all Unitholders
- Trust Relationships
How do I group companies and trusts together?
Labels are used in CAS 360 to group companies and/or Trusts together for quick selection and reporting purposes e.g. Client Groups or Family Groups. See Client Labels for how to add companies to a label.
If you select a label in Blueprint, it will retrieve
- all companies which have that label
- all trusts which have that label
How do I bring Super Fund details through for a Corporate Trustee?
On the Company Selection screen in CAS 360 select the Company then Navigate to the Relationships tab to ensure the SMSF has been added.