New Features
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Column Sort and Filter Preferences Remembered Per User
CAS360 now remembers each user’s last sort column and direction on the Companies, Trusts, Returns, Reviews, Confirmation Statement, Shareholders, and Members screens. These preferences no longer reset on page refresh or when navigating away and returning.
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Verification History in ID Verification Screen
A new Verification History view is now available on the ID Verification screen, allowing users to see the full history of verification attempts and results for a contact directly from the verification interface.
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Smart Emails - Additional Workflow Coverage
Smart Emails now supports AI-generated email composition for six additional workflow types, including:- Contact names Changes (AU)
- Contact Address Changes (AU)
- Unit Trust Distributions
- Company Dividends (AU/SG/HK)
- Post Incorporation Documents (NZ/SG/HK/UK)
- Pre-Incorporation Documents (HK)
Improvements
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Sanctions Option on Individual Compliance
Sanctions checks are now available as part of Company, Trust, and Individual compliance for individual contacts, extending sanctions screening beyond entity-level checks. -
Document Review Screen - Filter Columns Added
New filter columns on the Document Review screen make it easier to narrow down documents by status, type, and reviewer. -
Smart Email - Updated Loading Message
The loading message shown while Smart Email generates a draft has been refined for clarity during longer generation times. -
API - Trust Client Number Endpoint
The Trust Client Number is now exposed via the CAS360 API, enabling integrations to retrieve and reference trust client numbers programmatically.
Errors Corrected
- Smart Emails - A missing line break before the closing remark in Smart Email Master Templates has been added, ensuring consistent formatting across generated emails.
- Smart Emails - Resolved an intermittent error triggered by the Smart Email generated text response.
- Smart Emails - The Smart Email button in Document Production now renders reliably without requiring a manual page refresh.
- Pending Outbox - Deleting a scheduled email from the Pending Outbox now correctly updates the associated document’s status.
- Scheduled Email with DigiSign - Documents are no longer attached to the outgoing email when a scheduled email is configured alongside digital signing, preventing duplicate delivery.
- Automated Reminders - Fixed an issue where reminder settings were being saved even when no labels had been selected, meaning the settings were not being applied.
- Automated Debt Reminders - Resolved a 500 server error in Automated Debt Reminder Settings when the Sender field was left empty.
- Verification Result - Fixed a date parsing error that occurred when generating a Verification Result due to a datetime value that could not be parsed into a local date.
- Contacts - The Delete All Unused Contacts button now remains visible after switching from the ‘Find Matches’ filter to the ‘Not in Use’ filter.
- Global Addresses - Addresses still referenced by an entity are no longer incorrectly shown under the Not In Use filter on the Global Addresses screen.
- Annual Return Cover Letter - Company postal address merge codes now populate correctly on the cover letter when preparing an Annual Return.
- Multiple Company Changes - Resolved a server error that occurred when previewing Form 484 (AU) or the Company Change Summary (SG) via the Multiple Changes screen when the company had no active officers.
- API - API requests to create company officers that reference a contact missing mandatory fields now return clear, descriptive error messages instead of a generic failure.
- Document Upload - Resolved a vulnerability in zip-file document uploads identified during the latest penetration testing round.
- Rich Text Editor - Tightened restrictions on the Froala rich text editor to disallow risky HTML tags, addressing findings from the latest penetration testing round.
Improvements
- Trust Discretionary Distribution – When adding a new Discretionary Distribution, the Distribution Type now defaults to the user’s last saved selection for that firm.
- Annual Review – Fixed the behaviour when deleting a scheduled email for an Annual Review where the “Send invoice in separate email” toggle was on.
Errors Corrected
- Annual Review – Send Review Reminder options are now correctly hidden in Document Options when the Annual Review has already been reviewed.
- Annual Review – Send Review Reminder options are now available again if the Annual Review was reviewed previously and then re-prepared.
- Annual Review – Reviewer Reminders are now sent only to the latest reviewer, preventing duplicate reminders being sent to prior reviewers.
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Company Screens – Resolved a 500 error that prevented users from accessing some screens within an Australian company and preparing documents.
New Feature
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Live Checks for Trading Details
Trading details captured in CAS360 can now be live-checked against authoritative sources, providing real-time validation and surfacing discrepancies before lodgement
Errors Corrected
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Director Interest - Officer Deletion Modal Now Shows Linked Director Interests
When deleting an officer who has Director Interest links, the deletion confirmation modal now immediately includes all associated Director Interests without requiring a page refresh.
Improvements
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Registrable Controllers Available When No Shareholder Transactions Exist
The controller's button is now visible and functional on the Shareholders screen, even when no shareholder transactions exist. Users can add, view, and prepare Registrable Controller documents for Singapore companies regardless of whether shareholders have been recorded
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Annual Statement Certificate - Updated Registered Office Wording
The wording on the asc_rondLocation merge code in the SG Annual Statement Certificate has been updated for accuracy and clarity.
Errors Corrected
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Annual Return - New Auditor Details Modal Incorrectly Shown
Fixed an issue where re-creating a new auditor during SG Annual Return document preparation displayed the AU New Auditor Details modal instead of the SG version on the second attempt, also causing the Auditor’s Name field to disappear.
Improvements
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Document Options
The toggle state for ‘Apply Correspondence Address to Shareholders’ under Document Options can now be saved correctly for Hong Kong companies.
Errors Corrected
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CS01 - 500 Error When All Share Classes for a Currency Have Been Cancelled
Resolved a server error that occurred when previewing or preparing the CS01 where all share classes for a given currency had been cancelled, redeemed, or bought back (leaving zero shares for that currency).
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CS01 PDF - Section B2 Displays Cancelled Share Classes Not Shown in B1
CS01 section B2 now only displays share classes that appear in section B1. Share classes that have been cancelled, redeemed, or bought back and have zero shares as of the confirmation statement date are no longer incorrectly included in B2.
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CS01 - B1 Currency Table Shows Blank Row and Pushes Share Class to Continuation Page
Fixed a layout issue where a 0-share class was included in currency table calculations, causing a blank row to appear in section B1 and pushing a valid share class onto the continuation page.
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CH01 - 500 Error When Generating Side Form During Company Address Change
Resolved a NullPointerException that occurred when generating the CH01 side form during a UK Registered Office address change where an officer’s service address matched the registered office.
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SH01 - 0-Share Class Shown in PDF and XML Total Aggregate Nominal Value
Share classes with 0 shares are no longer included in the SH01 total aggregate nominal value section of the PDF and XML output.
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UK Incorporation - Company Name Effective Date Not Populated
Following a UK company incorporation, the Company Name effective date is now correctly populated.
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Smart Email - Write Smart Email Button Should Be Hidden for UK PSC Appointment/Cessation
The Write Smart Email button is now correctly hidden for UK PSC Appointment and Cessation workflows where Smart Email is not yet supported.