Overview
Once the Company is selected, the first screen users will see is the General Details screen. This screen contains basic company details such as the Registered Agent, important dates, the Company Status, Type, Class and Sub Class.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
|
| Select General Details |  |
General Details live check
Every time users access the General Details screen, CAS 360 checks these details against the Companies Office database.
If there are any mismatches, CAS 360 will display the message below: 
To investigate the mismatches, click
CAS 360 will display a popup module displaying the mismatch.
To instantly update the company information in CAS 360, Click Import
Details
Company Info
| Field | Explanation |
|---|---|
| Company Name | Name of the Company |
| Company Number | Reference number issued by Companies Office. This number can be found on Company statements and is issued at company registration. The Company Number can be found by searching Here |
| NZBN |
A New Zealand Business Number (NZBN) is a unique 13 digit Global Location Number (GLN) assigned to businesses and other entities in New Zealand and usable worldwide. Use of NZBNs is expected to transform how businesses share key information and interact with the Government and with each other. Search for your NZBN Here |
|
Authorised Account
|
The Authorised Online Service account for the company. See Setting up and adding your Online Services account |
Company Contacts
Click
to select company contacts.
The following company contacts can be added:
| Contact | Usage |
|---|---|
| Signing Contact | This will be used as the default recipient for ALL documents requiring a signature. |
|
Company Contact |
This is used to store the contact information for your company's point of contact. |
|
Billing Contact |
This will be used as the default recipient for all billing-related information such as sending Debt Reminders |
|
Partner |
Select the Partner. |
| Manager | Select the Manager. |
| Add the Email Address of the Company. | |
| Contact Number | Add the Contact Number of the Company. |
You are able to update these contacts in the Document Production screen and when sending Alerts.
Company Dates
| Field | Explanation |
|---|---|
| Incorporation Date | The date the company was incorporated |
| Annual Return Month | Every company has an Annual Return Month, usually the anniversary month of its registration date. |
| The last month that the Annual Return was filed. | |
| Next AGM Date | Date of the next Annual General Meeting |
| Last AGM Date | Date of the last Annual General Meeting |
| Constitution issued date | Date Company Constitution was issued |
| Constitution Updated date | Date Company Constitution was updated |
Company Status
| Field | Explanation |
|---|---|
| Status | Select between Operating, Deregistered, Pending deregistration, Liquidation or Dormant. |
| Status date | Initial date of the Current Status. |
| Company Type | Types of companies include Public Company, Foreign, Private Company - Qualifying, Private Company - Non-Qualifying, Co-Operative Company and Small Proprietary. |
Company Constitution
| Field | Explanation |
| Constitution Filed | Clicking the toggle on and off will indicate whether the Company has filed the Company Constitution. This will appear on the Annual Return. |