CAS360 July 2020 Release Notes

Hi All,

The CAS360 July release is now live

Full blog post can be found here

Register for the CAS360 New Features Webinar on August 19

New Features

  • Trust Events
    • New Tab added inside every trust
    • You can now store and record all asset, liability, gifting, income, and expense transactions for a trust.
    • Add transactions for capital improvements, changes in value, forgiving of loans.
    • Prepare supporting documents to all trust events
  • Trust Documents tab
    • A dedicated tab for all documents prepared and uploaded into a trust
  • Specify the number of decimal places on Share and Unit Registers
    • Users can now select how many decimal places are share or unit register will show for amounts paid
  • Order Members Register
    • You can now select the Members register to be in First Name, Surname or Surname, First Name order.
  • New Officers Screen
    • We have re-written the Company Officers screen, the screen will now have better performance and feel.

New Features - NZ

  • Updated NZ Form 9 Template

API updates call

  • Improvements to the POST ADD Trust API call
  • Improvements to Super Funds call