No longer client

Is there a way to list a company as no longer client in CAS.

Also is there a way to see if a company is deregistered without having to open the company info

Hi @dyseebaker

Inside the Company if you go to Company Info tab -> Client Data

There is a toggle here for ‘Current Client’. If you want to remove this company as a ‘current client’ just un-toggle this.

In regards to seeing if the Company has been de-registered, unfortunately, at this stage, ASIC has not provided us with the ability to check this, so it is a manual check on the website.

Hope this helps

Warren

Another option for easy viewing on the main companies screen could be to add a “Tag” to your NLC companies.

This way you can run a Companies Listing report based on either the tag or the “status” of the company, and have both bases covered.

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Great, thank you!

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Many thanks Warren
:blush:

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Hi there
What is the purpose of the ASIC payment details that is in that screen. Is there a fee associated with this action?

The ASIC payment details section captures the AusPost Billpay and BPAY data attached to each Australian company - BGL typically does this automatically, but you are able to add these numbers in manually if they aren’t there.

There is no fee in changing the current client status - these numbers are there for fees/payments to ASIC.

Hi @ahanekom

As @Laneth has said above, there is no fee in changing the current client status.

The reason the payment details are is here is because this is where we would store this information when the debt features were a little less intelligent, and required users to enter this information manually. Now CAS360 automatically adds this information based on ASIC invoices and this shows this in the Companies screen.

Hope this helps

Warren

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WarrenRenden

thank you