Deleting and restoring companies in CAS 360

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Overview

The Deactivated Companies screen gives you the ability to both view which companies are contributing to your company limit, and to deactivate or restore deactivated companies. 

Please note that you will be unable to remove companies from your subscription limit using this screen.

As per the BGL Subscription Agreement, both:

  • Activated companies; and
  • Deactivated companies

count towards your company limit subscription.

This guide will cover:

  • How to view which deactivated companies are counting towards your CAS 360 subscription
  • When a deactivated company will stop counting towards your CAS 360 subscription
  • How to deactivate a company in CAS 360
  • How to restore a deactivated company

Company subscription status

To view whether a deactivated company is included in your CAS 360 subscription:

Navigate to the Deactivated Companies screen

From the Main Toolbar, go to Company.

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Under Advanced Filter select Deactivated Companies

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Next to each deactivated company under Date Deactivated there is a green or red icon. This indicates whether the company is included in your annual subscription:

3644acc06e607da50dd46e6644ecf0839faafc5016f4aa26e0b9d4ae65ffb227.png Included
f6c309fb7999041533e4b4174027db510fe99141313aeb2218d773a524d7e6e4.png Not Included


For companies that are included in your subscription, hover the cursor over the Company's Deactivated date to view for how long they will count towards your subscription

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By default, all deactivated companies that are contributing towards your licence (green icon) will be listed before companies that are not contributing to your licence (red icon)

Removing deactivated companies from your company limit

Periodically, BGL will remove deactivated companies from your subscription.

To view a break down of when company spaces will become available:

Navigate to the Deactivated Companies screen

From the Main Toolbar, go to Company.

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Under Advanced Filter select Deactivated Companies

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Click Subscription Details

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This will show you how many company spaces will become available after each year.

The deactivated company policy is the same for monthly and annual subscribers.

Companies that have been deactivated within the subscription period will only count until the anniversary of the subscription period.

Once this anniversary has passed the counter will be reset back to 0. 

Subscription Model When deactivated companies stop counting towards limit
Monthly The anniversary date of the purchase date of CAS 360
Yearly The anniversary date of the purchase date of CAS 360

 

Example - Yearly Subscription

CAS 360 was purchased on 16 June 2017

A firm on a yearly subscription has deactivated three companies; Alpha Pty Ltd, Beta Pty Ltd, and Gamma Pty Ltd on 01 July 2019

All these companies will stop counting towards the firm's subscription on the anniversary of the firm's purchase date of CAS 360 being 16 June 2020

Example - Monthly Subscription

CAS 360 was purchased on 16 June 2017

A firm on a monthly subscription has deactivated three companies; Alpha Pty Ltd, Beta Pty Ltd, and Gamma Pty Ltd on 01 July 2019

All these companies will stop counting towards the firm's subscription on the anniversary of the firm's purchase date of CAS 360 being 16 June 2020

Migrated Companies

A migrated company may be excluded from your subscription count within one month of migrating a company from CAS Desktop. Please contact BGL for more information on processing this.

Deactivating a company

To deactivate a company in CAS 360:

Navigate to the Company Selection screen

From the Main Toolbar, go to Company.

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Under the options column for the company, click Options

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Select Deactivate Company

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Select Deactivate Company

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Restoring a Company

To restore a deactivated company in CAS 360:

Navigate to the Company Selection screen

From the Main Toolbar, go to Company.

3b1a2283a079c116239940b620afdb3d09262cf044b15aef834330b39d32e20e.png

Under Advanced Filter select Deactivated Companies

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Locate the deactivated company and select Restore

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Restoring a company will include that company in your company subscription limit

Select Restore

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