CAS360 Version 45 has been released

Hi All,

CAS360 Version 45 has been released

New Features Include

  • Trust Selection Screen - A new screen dedicated to Trust Management
    • New - All your firm’s trusts on one screen
    • New - Label support for trusts
    • New - Advanced filters for trusts
    • New - Trust details, unitholders and beneficiaries screens
  • Post Billpay Links - New Pay Now link allowing users to pay ASIC debts directly from the Companies screen. Also added support for users to add Post BillPay links to be sent to clients in emails and SMS. (see here for how)
  • ASIC form 406 - Foreign Company Annual Return can now be prepared in CAS360
  • Added Business Names addresses to the Address Usage Report
  • Added Unit Suggestions when doing unit trust transactions
  • Improved Trust Beneficiaries logic
  • Improved global search when searching for a trust or a trust contact
  • Improved contact type pop-over
  • Improved mac OS Mojave fonts

Here is a beautiful video that shows the Trust features in action. https://youtu.be/NZ0tl1ra3Ho

We will covering the Trust Selection screen and all new features added in October, November and December in the December New Features webinar on 13/12/2018 - Register for Free here - https://zoom.us/webinar/register/WN_bZu_gLVARG6zXR8lzsr1KQ

Enjoy!

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