Here is the recording of the CAS360 July New Features webinar
Items covered in the webinar
Version 50 New Features
Automated Document Reminders
Now when you prepare any document in CAS360 you can pre-set document reminders for your client. This includes all Company Change Documents, Annual Reviews and even Trust Documents.
Multiple reminders - You can pre-set up to 6 separate reminders for each document
When - You can select the date and time you want the reminders to be sent out
Email, SMS or Both - You can specify if you want to send reminders by email, SMS or both
Templates - You are also able to select which template you would like to use for sending the reminders
Send To - You are able to control who the reminders are sent to.
Once the reminders have been created they can be found in the new Messages -> Pending Outbox screen. From this screen you can view all pending reminders, see when reminders are going to be sent, and even change the details of the reminders or delete them.
On the Companies screen, the Companies with upcoming document deadlines with show the details of pending automated reminder.
Add Automated reminders to existing documents
You can also add Automated Document reminders to documents that have already been created. This can be done in the Documents Screen.
This is done through the Options -> Add Automatic Document Reminders
Reminders won’t be sent after lodgement
Once the document has been lodged, or changed to a lodged status (such as annual review completed) the pending reminder will be disabled for the Document and will not be sent. This is done to ensure that your clients are not being sent reminders when they have already completed the document.
Discretionary trust Distributions
We have a completely new way of preparing Discretionary Trust Distributions in CAS360
- Now you can prepare Discretionary trusts distributions with upto 25 tax return components
- Distributions can be based on $ amounts,% amounts or free text
- Distributions minutes prepared for all components of the distribution with ease, and the ability to fully customise them
- All new Distribution statements including all components of the distribution and reports
Add Missing Email and Mobile Phone number… when sending
We have added the ability for users to add email and phone number details when sending documents or reminders via CAS360.
When you select a contact - CAS360 will show you if that contact has an email address or mobile phone number. To add the missing information just click on ‘Missing Email’ and you will be able to add this.
All information entered will be saved against that contact. Best of all, if you have CAS360 integrated with Simple Fund 360 or Xero Practice Manager this will update the contact details in these applications too.
CC Billing contacts on Digital Signing Annual Review emails
When you have a company billing contact you can now have this contact automatically cc’d in the Digital Signing Annual Review email.
To turn this option on got to Settings -> Email Options
Company screen alerts
- Annual Review Alert
- Document Deadline Alerts
- Company Debt Alert
- ASIC invoices
- Email reminders of alerts
- Uploading documents in Documents screen
- Getting Annual Reviews back in reviews screen
- Editing document templates