CAS360 October 2022 Release

CAS_360


  1. BGL reinvents its practice management integration with Xero Practice Manager ! :partying_face: :partying_face:
    This two-way integration automatically syncs entities and contacts in CAS 360, Simple Fund 360 and Simple Invest 360 with clients in XPM. This means that an update to an address of a client/ contact will automatically update the client or contact stored in all BGL products and XPM!

  2. CAS 360 and Simple Fund/Invest Integration: Sync clients (entities) and contacts between your BGL Applications (Simple Fund 360, Simple Invest 360 and/or CAS 360) using the brand-new Practice Management Synchronisation! When a change is made to a client or contact, these details will be updated for all products. This means that an update to an address in Simple Fund 360/Simple Invest 360 will automatically trigger the required ASIC forms to be produced in CAS 360!

  1. Added validation to POST and PATCH trust API calls for non-Australian Jurisdiction trusts.

  2. Limited by Guarantee companies can now select the currency for the guarantee amount.

  3. We’ve increased the file upload size to 25MB, giving you extra room to upload more documents!

  4. We have added a Cloudcheck link within the verify identity screen to help you easily set up a subscription with Cloudcheck.

  5. Upgraded angularJS to the latest version.

CAS_360 - Australia :australia:


  1. CAS 360 now supports integration with online legal document provider Cleardocs to allow a seamless transition from registering a trust to managing its compliance in CAS 360.

  1. New email merge fields for Annual Reviews.

CAS_360 - New Zealand :new_zealand:


  1. The big one is here! In this update, you can now reserve a company name with the Companies Office, and also complete Company registrations with the Companies office, all from within CAS360.

We have built a whole new workflow for New Zealand Company Registrations, making it easy and simple to add all necessary information for the company registration from one screen.

The Company Registration in CAS360 also allows you to complete the Tax Registration with IRD, and the GST Registration if required!!!

With the registration process, not only will you be able to file the registration to Companies Office via CAS 360 but you will also have access to a range of Company Registrations Pre-Incorp Documents and Company Registration post-Incorp Documents.

  1. The company health check will now disable when for a company once its status is set to Removed.
1 Like

Hi Warren,
Is there any chance BGL will be doing Integration with APS in the near future?
Thanks
Robyn

1 Like

Hi @RobynM

Yes, BGL is working on an integration with APS, this will be with the cloud-based product, and the integration will be with the APS Contacts+ product.

Warren