CAS360 Version 50 has been released
New Features include
Automated Document Reminders
(more info - NEW: Automated Document Reminders)
Now when you prepare any document in CAS360 you can pre-set document reminders for your client. This includes all Company Change Documents, Annual Reviews and even Trust Documents.
Discretionary trust Distributions
(more info - NEW: Discretionary Trust Distributions)
We have a completely new way of preparing Discretionary Trust Distributions in CAS360
- Now you can prepare Discretionary trusts distributions with up to 25 tax return components
- Distributions can be based on $ amounts,% amounts or free text
- Distributions minutes prepared for all components of the distribution with ease, and the ability to fully customise them
- All new Distribution statements including all components of the distribution and reports
Add Missing Email and Mobile Phone number… when sending
We have added the ability for users to add/edit email and phone number details when sending reminders via CAS360.
When you select a contact - CAS360 will show you if that contact has an email address or mobile phone number. To add the missing information just click on ‘Missing Email’ and you will be able to add this.
All information entered will be saved against that contact. Best of all, if you have CAS360 integrated with Simple Fund 360 or Xero Practice Manager this will update the contact details in these applications too.
Distribution Documents for Contact Trusts
We have added support for contacts trusts to prepare distribution document packs.
CC Billing contacts on Digital Signing Annual Review emails
When you have a company billing contact you can now have this contact automatically cc’d in the Digital Signing Annual Review email.
To turn this option on go to Settings -> Email Options
31 other fixes have been released including 6 awaiting program fix issues.