CAS 360 Software Update Release November 2020

The CAS 360 team have lost all of their pocket money betting on races during the sprint carnival, so we have divided to release another huge update!

Compliance tab in Contacts

We have added a new compliance tab into the CAS 360 contacts screen. This feature will allow you to store identity information for each contact. Currently we support drivers’ licence, passport and citizenship information for each contact.

Company Screen Columns

Since the initial release of CAS 360 over 3 and a half years ago, our clients have requested that we add (or remove) fields to the company screen. This is the home screen of CAS 360 and where so much of your daily work kicks off.

Now, you have control over your own company screen columns. You can select and deselect the columns you need to complete your work. The selections are saved only for you and will not change for anyone else in your firm. You can now choose to add new fields such as:

  • Partner
  • Billing Contact
  • Company Status (yes, that’s company status)
  • Client Number
  • Client Reference Number
  • Billing Date
  • Current Client
  • NZBN

Trust Import Spreadsheet

Over the last 6 months we have invested in building a fantastic trust feature set, there are now close to 100,000 trusts managed in CAS 360.

We have now made it even easier for you to start managing your trusts through CAS 360, with our new Trust Import Spreadsheet. This can be downloaded from within the Trust screen, and once you have added the data, send it to BGL via a Support ticket and we will import the data.

Best of all, we do not charge for trusts. So, unlike a bet on the Melbourne Cup, you can’t lose.

Communication Details

We have greatly improved the way you are able to store contact communication information.

CAS 360 will now allow you to store unlimited email accounts for each contact, as well as unlimited phone, mobile phone and Skype contact information.

Google Addresses Integration

We have added a new integration with Google Addresses when adding a new address.

Now when adding an address to CAS 360, we will automatically Google the address for you and help you complete the address.

Australia

Company Name change invoice

When preparing a Company Name change in CAS 360, a company name change invoice will be prepared for the client with all the correct ASIC information entered.

We have also made improvements to all CAS 360 generated invoices, by consolidating 3 invoice templates (deregistration, late fee and name change) into just 1 template.

New Zealand

CDD/AML Compliance

We are very excited to release phase 1 of our CDD & AML Compliance features in CAS 360. Now each company in CAS 360 will have a compliance tab, these screens will go through the important steps of adding information such as nature of business relationships and setting up compliance officers.

As CAS 360 has all the company and trust information, we are easily able to identify the contacts involved in the company, and provide you with identity, SOF and PEP fields to add all the required information.

Coming Soon: Phase 2 of our identity features will include the ability to email your clients and ask them to provider their identity data, and we are also working on a new integration to verify client identity documents with identity providers.

Multi Company Changes

Phase 2 of our Multi Company Changes for New Zealand has been released and we are excited to now support Contact Address Changes for Directors and Shareholders, and also Communication Address Changes for companies.

As with the last release, these changes can be made once and all the required documents for each entity is automatically prepared. This feature is cross-jurisdiction and will prepare the correct supporting documents based on the company jurisdiction. Once prepared these documents can be easily lodged with the regulator.

Warren Renden

Author Warren Renden

Head of CAS 360 at BGL Corporate Solutions

More posts by Warren Renden

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