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Brad Wilkinson
Brad Wilkinson Head of Ecosystem

BGL API — February 2024

BGL API — February 2024

February 2024 - New Endpoints and Improvements

1. Simple Fund 360

New Audit Management Integration

BGL now provides a way for auditors using BGL’s API to update an audit’s status in Simple Fund 360’s new Audit Management screen, allowing Accountants/Administrators to keep track of the audit process seamlessly.

The following two endpoints have been created so auditors can update the status of an audit and upload related audit documents in Simple Fund 360:

API Scopes that can access this resource:
  • smsf_partner
  • bgl_partner
  • audit

Please refer to the Update Audit Status guide for an in-depth overview of how to use the new Audit Management resources.

2. Simple Fund 360 & Simple Invest 360

2.1 New endpoints for Trust Deeds

New endpoints have been added that allow you to upload and manage Trust Deeds in Simple Fund 360 and Simple Invest 360.

API Scopes that can access this resource:
  • smsf_partner
  • bgl_partner
  • audit

2.2 New field added to the Workpapers endpoint

A new field ‘systemGeneratedReport’ has been added to the Workpapers endpoint under the documents array to flag whether a document is a BGL Generated Report, or a user-uploaded document.

  • true = BGL Generated Report
  • false = User-uploaded document

For more details on this resource, please refer to the below endpoint documentation:

Example Response: “documents”: [ { “id”: 5315287, “key”: “sf360$5919$8a8bda418cf15e32018cf1860ab2001a$b29d206b-686c-4a40-b308-3823f964b8ef”, “lastModifiedDate”: “2024-01-23”, “name”: “interest_reconciliation_report-wp-2022.pdf”, “order”: 0, “systemGeneratedReport”: true } ]

2.3 New fields added to the Update Fund Details endpoint

The following two new fields have been added to the Update Fund Details endpoint:

  • gstregistered
  • taxEffectAccount

For more details on this resource, please refer to the below endpoint documentation:

3. CAS 360

2.1 New endpoints for Company Business Activities

New endpoints have been added that allow you to list, create, update and delete Company Business Activities.

2.2 New endpoints for Company Charges

New endpoints have been added that allow you to list, create, update and delete Company Charges.

If you have any questions or feedback, please let the team know.

Kind Regards

The BGL API Team
api@bglcorp.com.au

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