Hi All,
The CAS360 - May 2022 Release will go live in the coming day or so
Here are the release notes
Core
- Company Label search added to company selection
- Multiple Changes - when changing a companies address, you can now also change contacts also using that address
- Improved information hover for joint members
- Added merge fields for Partner First and Last Name
- Added “Signing Contact” to company columns filter list\
- Added the ability to prepare a Company Report from Addresses, Officers & Shareholders screens
- Added the ability to Download all documents in seperate PDFs
- Added Drag and Drop functionality to Document Production
- Added Company Status to Company Listing Report (MS XLS export)
- Register of Officers can now be exported to MS Word
- Company Officers API will show all officers (not just appointed officers)
- Contact ID types are now sorted in Alphabetical order
- Updated email editor component
- Trust listing report improvements
- Trust events linking UI improvements
- Prepare Agent Forms droplist is now dynamic depending on data in the CAS360 account.
- Updated Inbox Messages UI
Australia
- Electronic Lodgement of ASIC form 490
- Resolution to adopt replaceable rules for AUS Company Incorporation
- Director ID improvements
- Added Director ID input into Company Registration flow
- Added Director ID input in to Companies Officers appointment flow
- Updated Director ID Due Date calculation for new Directors appointed after April 5th 2022
- Added option to hide corporate key at an agent level
- Improved Document Date for ASIC form 388
- Added Sample constitutions for preview for LightYear Docs and SmarterSMSF when purchasing constitutions
- Debt Alert modal will now show amounts rounded to two decimal places
- Added a ‘Mark as Paid’ button to company Debt alerts for the user to manually update the alert
- Added share structure to Comparison report .docx and PDF
- Added user who lodged the form to the end of the validation report notifications.
- Check Annual Review Status before sending automated debt reminders
- Sticky header on Automation Report Modal
- Registrable Bodies can now prepare the full set of shareholder documents
New Zealand
- Ability to upload documents for share transactions
- Ability to lodge share transaction attachment with Companies Office
- NZ Companies Office connection improvements
- Agent screen improvements
Singapore
- Company Registrations
- Whole new UI and workflow for Company Registrations in Singapore
- Pre Incorp Document Pack includes
- Form 7 - Certificate of Identity
- Form 18 - Statuary declaration before incorporation
- Form 24 - Return of allotment of shares
- Form 44 - Notice of Situation of Registered Office
- Form 49 - Return giving Officers Particulars
- Post Incorp Document Pack includes
- Share Certificates
- Bank Account Opening minutes
- Declaration that the company has not traded
- Constitution / Articles of Association
- Singapore Auditor Document Support
- Appointment of Auditor
- Resignation of Auditor
- Removal of Auditor
- Other (Cessation of Auditor)
- Share Transactions Improvements
- New Share Transactions screen for all transaction types
- Allotments
- Subscriptions
- Share Transfers
- Sub Divisions
- Return of Capital
- Changes to Amounts Paid
- Consolidation
- Conversion
- Cancellations
- Redemptions
- Share Buy Backs
- Share Documents / Report improvement’s for all improved transactions
- Company Report improvements
- Register of Member improvements
- Shareholder Report improvements
- Transfer Form improvements
- Allotment Journal
- New Share Transactions screen for all transaction types
- Improvements for Dividends documents
- Added Digital Signing support for Form 45 and 45B
- Added Digital Signing support for Registrable Controller
- Added a new process to easily Re-Appoint registrable controllers
- Added a new appointment history view in the Registrable Controller screen
- Improvements to SG PR Citizen / NRIC information in contacts screen
- Officers screen Registers drop down now has a register for each position
- Search Registers Improvements
- New Minutes and Resolution for Officers template - Single column
- New Minutes and Resolution for Members template - Single column
- New Singapore Share Certificate template
- Singapore Agent authorisation improvements