CAS 360 Release Notes BGLiD Core Australia New Zealand Singapore Hong Kong United Kongdom AU NZ SG HK UK New Features Improvements Errors
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Freeform Documents - Added the ability to filter by Labels when preparing Freeform Documents.
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Company Listing Report - Report settings have been updated with toggles to show "Signing Contact" and "Billing Contact" on the report.
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Trust Events - Added the totals to the Register of Trust Events document when generated.
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Company Labels - Added the ability show companies with no labels attached when managing labels.
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Freeform Document Template - Added eight new Trust Contact merge fields for Partner and Manager names. These can be added to Freeform Document templates.
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Labels - Added the ability to activate or not activate the label filter on the contacts screen.
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Global Documents - If a New Zealand firm has no Australian companies, the 'Incomplete Annual Reviews' filter will be hidden.
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Registered Office Address Change - When processing a registered Office address change through the Multiple Changes screen, any Officers or People with Significant Control with a service address that is the same as the current registered office address will be changed.
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People with Significant Control (PSC) - When the PSC status is changed, the “Register Entry Date” will now automatically update to today’s date, ensuring accurate and consistent register information.
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Members Minutes or Resolutions - Added a Registered Office Address change paragraph to the template.
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Update to the Strike Off screen - All active Directors and Alternates are now shown only once in the list, based on today’s date; selected contacts are removed to prevent duplicate selection.
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Company Summary Service Address - In this release, we have updated the logic for the Company Service Address.