Making the switch from CAS Desktop to CAS 360 can seem daunting at first, but BGL will assist clients to manage this project.
Clients will engage with our Client Success Team to help make the switch with you.
When you have completed the purchase of your CAS360, the nominated Administrator of the license will receive a 'Welcome' email that will ask you to log in, nominate a password and set up multi-factor authentication to access your new platform.
For further information on this process, please refer below:
Select JOIN from the 'Welcome' email.
Following this, a new tab will open on your web browser that will request you to nominate a password. Please do so using a unique set of characters and letters that you will remember.
The system will then prompt you to set up multi-factor authentication.
Ensure you review your company data prior to migration. Refer to the following Pre-Migration Guide for more information.
Note: Microsoft Windows Requirements
At least Windows 7 Service Pack 1 is required on the computer that is running the migration utility.
Please ensure your computer is updated as necessary prior to attempting migration.
Once you are ready to begin, you will be required to complete a Validation Check in your CAS Desktop software. For further information on how to do so, please see below:
To access the Migration utility to run the validations, please click here for further information.
Select the companies you are migrating to CAS 360 and then select Run Validations.
Note: To select all companies, please select Run Validation without selecting any companies and the validation will process for all your companies.
|The Migration utility will run a check to confirm the accuracy of the data being migrated.
What happens if you receive a validation error?
A validation error will appear if a particular piece of company information needs to be corrected. These errors can be:
Refer to Validation Checks for assistance in resolving the particular error(s) that you receive.
In order for Client Success to commence the migration of your data, you will be required to provide appropriate 30-day access to the team. Please refer to the below steps on how to do so:
|Once logged into CAS 360, select the App Switcher on the top right of the screen.
|A new screen will load, select the Admin tab on the left-hand side bar. Following this, select Token Management.
|The Token Management screen will load. Select Share with BGL Success for CAS 360
|Ensure all users are logged out of CAS Desktop, you can then stop Nexus (refer to How to stop the Nexus Service).
Once Nexus has been stopped, you will be required to extract two folders from your CASWIN folder.
Please note: If CAS is stored on a remote server, please ensure the files are extracted on the server.
These folders will need to be zipped and sent via a secure Dropbox link that will be provided to you by the team.
Tips and Tricks
- CAS360 Tips and Tricks - Session 1
- CAS360 Tips and Tricks - Session 2
- CAS360 Best Practice Webinar Playlist
Documents and Email Templates
Top Knowledge Centre Articles
Each job differs based on requirements and workload. When you request assistance with the team, they will make contact with you to assess timeframes and advise accordingly.
As this is cloud-based software, you can have unlimited users on the platform at any given time. Users do not need to be logged out of the software whilst the project is in process.
Please Note: We do recommend that users do not work on companies on CAS Desktop currently being reviewed by the Client Success Team. Once the CAS data is provided to the Client Success Team, any changes made on CAS Desktop may not be replicated on CAS 360 post-migration.
Companies with the below status will not be migrated to CAS 360:
- Struck Off/Degregistered as the Company Status, and/or
- Companies with Company Status as “No Longer Client”
If you do not wish to migrate certain companies to CAS 360, follow the steps below:
1. In your Company Selection, right-click onto the company > select Company Data > Client, CAS Data
In Client, CAS Data, make sure that "Current Client?" is not ticked/ unchecked. Click SaveThe status for the company under Company Selection will now display as "No Longer Client" and this company won't be migrated to CAS 360.
When you are ready to purchase or you would like an upgrade, please contact the Sales and Account Management Team.
Whilst moving your data to BGL Cloud products, you are welcome to contact our Client Success Team for all of your migration needs.
We recommend having all users in your firm partake in our free of charge (self-paced) online education program, the BGL Learning Channel.
It is also recommended to include this in your induction process for all new employees to your firm. You will have the ability to monitor and review progress for management purposes.
If you prefer textbooks and hardcopies, BGL provides manuals for all of our products.
To download a copy, please click here.
The CAS 360 Knowledge Centre contains up to date "How to" articles for every process in Simple Fund 360.
Simply search keywords of the process you are looking for and off you go.
Once you are up to speed on the basic workings of your BGL cloud solution, you can keep up to date with new features by viewing our recorded webinars or registering for the live sessions.
BGL offers classroom training with a trained professional Australia-wide.
We cater for all levels of knowledge and dietary requirements.
If you prefer in-person demonstrations and the opportunity to ask questions, this is a highly recommended solution for you.
Chat with like-minded BGL clients.
Be informed regularly about updates to your software.
Know which events BGL will be attending and so much more by registering with our BGL Community at no cost.
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