Annual Return Cover Letter - CAS 360 Dictionary Codes

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The following article will help you customise the Annual Review cover letter in CAS360. 

Instructions 

From the Main Toolbar, go to Settings

Settings.png

Select Document Templates

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Select Annual Review Cover Letter Screen_Shot_2020-10-05_at_12.58.23_pm.png

The CAS 360 default template can be downloaded by clicking

and Download.

This will download the template as a Microsoft Word document.

Use the codes in the table below to customise and instantly pre-fill information from your CAS360 Database.

To upload your custom template, click

Once a template has been uploaded, you can set it as the default, by selecting

and Set As Default.

 

Description Code Where is this information in CAS 360?
Date on the Letter ${DocumentDate} Document date. Date can be changed in the Document Production screen by clicking
Date on the Letter plus two weeks ${DocumentDatePlus2Weeks} Refer to above
Date on the Letter (dd month year) ${DocumentDateLongForm} Document date. Date can be changed in the Document Production screen by clicking
Full name of Selected Officer ${officerFullName} Company Officer. Officer can be changed in the Document Production screen by clicking
Full name of Selected Officer (in Proper Case) ${officerFullNameProperCase} Company Officer. Officer can be changed in the Document Production screen by clicking
First name of Selected Officer (including middle name) ${officerFirstName} Company Officer. Officer can be changed in the Document Production screen by clicking
First name of Selected Officer ${FirstNameOnly} Company Officer. Officer can be changed in the Document Production screen by clicking (will use the Casual name if it has been entered)
First name of Selected Officer (in Proper Case) ${officerFirstNameProperCase} Company Officer. Officer can be changed in the Document Production screen by clicking (will use the Casual name if it has been entered)
First and Middle name of Selected Officer ${officerFirstAndMiddleNames} Company Officer. Officer can be changed in the Document Production screen by clicking
First and Middle name of Selected Officer (in Proper Case) ${officerFirstAndMiddleNamesProperCase} Company Officer. Officer can be changed in the Document Production screen by clicking
Surname of Selected Officer ${officerSurname} Company Officer. Officer can be changed in the Document Production screen by clicking
Surname of Selected Officer (in Proper Case) ${officerSurnameProperCase} Company Officer. Officer can be changed in the Document Production screen by clicking

Officer's Residential Address

${officerAddress}

Residential address of the Officer selected in the Document Production.

Company name

${companyName} Entered into the Company Name field in the General Details screen.

Company name in Proper Case

${companyNameProperCase} Entered into the Company Name field in the General Details screen.

Registered Office Address

${companyRegisteredAddress}

The Registered Office address entered into the Addresses screen
Registered Office Address (Proper Case) ${companyRegisteredAddressProperCase} The Registered Office address entered into the Addresses screen
Registered Office Address (muti line) ${companyRegisteredAddressMultiLine} The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode
Registered Office Address (muti line and Suburb in Capitals) ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalised} The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals.
Registered Office Address (muti line and in Capitals) ${companyPostalAddressMultiLineAllCaps} The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals.
Postal Address (muti line) ${companyPostalAddressMultiLineProperCase} The Postal address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode
Postal Address (muti line and Suburb in Capitals) ${companyPostalAddressMultiLineProperCaseSuburbCapitalised} The Postal address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals.
Annual Return Fee ${nzARAmount} The current annual return fee
 CAS 360 username ${UserName} Username of the current user. Users can change usernames by clicking
CAS 360 user firm name

${firmName}

CAS 360 account name. Users can view the account's Firm name by clicking
Business Address ${companyBusinessAddress} The Business address entered into the Addresses screen
Client Reference number  ${referenceNumber} Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Client Number ${clientNumber} Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data

Postal Address in Multiple lines, no commas

 

${companyPostalAddressMultiLineNoComma}

 
The Postal address entered into the Addresses screen
 

Company Business Address in Multiple lines, no commas 

 

${companyBusinessAddressMultiLineNoComma}

The Business Office address entered into the Addresses screen 
 
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