The CAS360 team are still working hard in 2018 and we have released our 23rd and final update.
CAS360 Version 46 - 19/12/2018
- Notes on Companies Screen - You can now view, add and edit company notes directly on the Companies screen.
- Notes on Annual Reviews Screen - You can also view add and edit company notes on the Annual Review screen, allowing you to ensure you have checked everything before completing the annual review.
- Trust Notes - You can now add notes to Trusts
- Notes on Trusts Screen - Similar to Companies, you can now view, add and edit trust notes directly on the Trusts screen.
- Debt Check - CAS360 will now check the debt for a specific company when an annual review has been received. This means the debt will be updated in real time when the statement is issued.
- Notes enhancements - You can now add a note title, all notes are auto saved, timestamped and user stamped.
- Improved company imports from RA72 and via APIs to reduce duplicates
- Company Report has been updated to include note titles
- Standardised all merge fields for Beneficial Owners across all documents
- New merge fields for Solvency resolution