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CAS 360 Product Update – 2 November 2023

By November 2, 2023CAS 360, Product Updates

What's New?

Document Templates: A new long-date format merge field (e.g. 7th day of October 2023) has been created for all document templates, including freeform documents. Learn More

Merge Fields: To display passport/identity details on documents and forms, several new (optional) merge fields have been added, including:

  • Appointed Officer ID number
  • Ceased Officer ID number
  • Shareholder ID number
  • Ceased Shareholder ID number
  • Contact Address Change ID Number
  • Contact Name Change ID Number
  • Contact Details Change ID Number

If a contact has multiple of the same ID types, the merge field will populate the most recent ID type. Learn More

Reports Screen: The following registers have been added to the Registers List in the Reports screen:

  • Register of Registrable Controllers
  • Register of Nominee Directors
  • Register of Nominee Shareholders

AGM: A new field has been added to the Prepare Annual Return Documents screen to input:

  • Emolument/Remuneration Type (multiple categories can be chosen)
  • Directors Name
  • Amount

To account for this change, new AGM emolument type merge fields have been created for the following document templates:

  • Directors minutes/resolutions
  • Members minutes/resolutions
  • Shareholder consent letter to seek approval/inform of resolution

Company Report: If input, Nominee Shareholder details are now displayed in the Company report. 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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