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CAS 360 Product Update – 28 August 2023

By August 28, 2023November 2nd, 2023CAS 360, Product Updates

What's New?

Company AGM Alerts: New alerts have been added to better track annual general meeting (AGM) dates and send AGM reminders. Alerts now include: 

  • Financial Year End Date Approaching
  • Annual General Meeting Due
  • Annual Review/Return Received/Due
  • Annual General Meeting Due Date Passed
  • Annual Return Review Date/Annual Return Month Passed
  • Annual Return Processed – Not Filed
  • Annual Return Processed, Overdue – Not Filed

Company Registration: Pre and post incorporation documents can now be prepared anytime, regardless of the company’s registration status. Learn More

Shareholders Screen: The Total Issued Share Capital will now appear in the Total Shares graph on the Shareholders screen. Learn More

Charges: The Charges – Variation Details tab now has new data fields, allowing clients to enter more information about the charges. The Register of Charges report template has been updated to support these new data. Learn More

User Permissions: 3 new user role permissions are now available to provide more control over trust details: 

  • Add / Edit Trust Selection Permission
  • Add / Edit Trust Data Permission
  • Prepare Trust Documents Permission

Merge Fields: New merge fields for Company Contact have been added for document and email templates. These merge fields can also be used in freeform minutes, resolutions and document templates. Learn More

Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:

Stay tuned for future releases!

Andy Tam
CAS 360 Product Manager
E: [email protected] | P: 800 6162 148
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Andy Tam

Author Andy Tam

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