Hi All,
CAS360 Version 49 has been released
Here are the New Features
Notifications
Welcome to version 2 of CAS360 notifications
We have completely rewritten how notifications work and added a number of new features to improve how you use CAS360 notifications
- Scrolling Notifications - Users can now see ALL notifications inside the notifications drop down. Users can scroll through all notifications they have received and even action all notifications
- Powerful Search - Users can now search through all notifications that they have received, making it easier than ever to find notifications related to a specific company, lodgement, document or even individual.
- Time stamp - Users can now see exactly when a notification has been received by holding the mouse over the notification
- All notifications v Unread notifications - Users can now filter notifications buy selecting all notifications or just the unread notifications.
- Label Filters - Users can now have their notifications filter by labels. If you are already using labels to filter companies in your company screen these labels are now applied to your notifications.
Cover Letters
We have now added a cover letter template for all company change transactions.
If you are currently preparing cover letters outside of CAS360 you can now upload your existing templates into CAS360 and add the necessary merge fields and you can prepare your cover letters in the same process as the rest of the document pack.
Users are able to customise this template by changing the wording, layout, even adding firm logos and branding. As always CAS360 allows you to store unlimited variations of the template and apply templates to specific company / trust labels.
Best of all, the cover letter is smart enough to know if you have removed or changed the order of the document in the pack. The letter will automatically change to reflect these changes. Try it out.
BPAY and PostBillPay import
When a company in CAS360 has received an ASIC invoice we will now automatically add the BPAY and PostBillPay details to the company in CAS360.
This also allows more companies to make use of the âPay nowâ button to quickly pay outstanding ASIC fees.
CAS360 has always added these details when an annual review is received from ASIC CAS360.
Annual Review screen improvements
Users are now able to see the company ACN and the ASIC annual review invoice amount in the Annual Reviews screen.
Users can now also sort the column headings in the review screen (company name, company number, invoice amount & comparison result)
Link Company contact to a Company
Users can now link an existing contact company to a company in the companies screen.
This link improves reporting and multi company documents in CAS360, and also improves the quality of integrations with practice management systems such as XPM
New Version Available - Refresh
CAS360 users who are still logged in when the update is released will receive a pop-up message asking them to refresh their browser.
This should solve support calls where certain functions donât work until the browser is refreshed.
New Merge Fields
We have added more new merge fields including
- ${entityName} - This will display the company or trust name - Available on all documents
- ${entityAddress} - This will display the company or trust address - Available on all documents
- ${documentDatePlus2Weeks} - This will show a date 2 weeks from the Annual Review Document prepared date - Available on Annual Review cover letter template