We’re excited to share the latest CAS 360 update!
What's New?
BGLiD – Identity Expiry Report
An Identity Expiry Report is now available, providing a list of all individual contacts, their corresponding IDs, and expiry dates. Learn More
Automated Debt Reminders
The global automated debt reminder email will now always CC the Partner and Manager contacts. Learn More
Company and Trust Documents
The document screens now allow exporting filtered lists to CSV. Learn More
Documents
In several document templates, the term ‘A/C’ for shares/units has been changed to ‘Beneficially Held by’. Learn More
Company Listing Report
The Company Listing Report now displays company labels in the same order as the Company Selection screen. A Billing Contact merge field has also been added to the Company Listing Report and Report Setting screen. Learn More
RA62 Company Import
The RA62 Review Date Report model now lets users select the incorporation date or current date for shareholder balance transactions. Learn More
Contacts
Contacts with only a Guarantor relationship will no longer appear in the Not In Use filter in the Contacts screen. Additionally, Passport updates in the Passport History model will now be simultaneously reflected in the Contacts screen. Learn More
Document Production
The Dividends Paid Listing report can now be exported to Excel. Learn More
Email Templates
The Document Deadline Reminder template now supports an “Original Subject” merge field, returning the original email subject when the documents were prepared. Learn More
Please reply to this email or contact your Account Manager for further information.
Regards,
Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
