The CAS360 July release is now live
Full blog post can be found here
Register for the CAS360 New Features Webinar on August 19
- 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