I realise that this might be low in the wishlist for requests, but I’ve just gone to do an annual data cleanup and it relied on having “company status” in the exported excel file to aid in sorting and comparison with our client database.
This is another little thing from Desktop left off in CAS360 that can easily be overlooked but can also provide a powerful tool for client and data management.
Add to this being able to search / sort / run a report specifically relating to a particular company status (pending dereg, super fund trustee, non profit, etc.) or whether it is foreign-owned, a small or large PTY or Ltd by Guarantee, etc. would make for a bit of software with a well-rounded reports function.
Please advise if at least the status could be included in the output, especially since we have the option to choose the statuses prior to generating the report…