Skip to main content

CAS 360 New Features Webinar recap with Alissa Haralambopoulos!

The CAS 360 New Features webinar held on the 12th of August was jam-packed with some great updates, which you should be aware of!

CAS 360 New Features Webinar recap with BGL’s Product Advocate, Alissa Haralambopoulos!

The CAS 360 new features webinar held on the 12th of August was jam-packed with some great updates – which you should be aware of!

The following is a brief recap of what’s new: 

CAS 360 announced integration with its third Digital Signing provider: FuseSign - this integration went live on 12 August 2021. FuseSign is an Australian application that boasts quite a different price point from other providers, with document packs signed for as low as $0.90 per pack!

From the Company Selection screen, there have been new filters added, you can now filter by company type, eg. foreign companies, super trustee companies. You can also add a column to be able to sort or view by the manager if you are looking after a large number of companies and have them split between managers in the firm.

The ability for View Only users to be able to download the Trust Deed once it’s been uploaded into CAS 360.

Better support for the effective date when transactions take place in the default minutes and resolutions. You’ll also notice large numbers or shares etc. now show with a comma.

Email Settings - When an email is sent from CAS 360 it comes from [email protected] but the custom email address is now available for purchase. There is a process involved with setting this up to ensure this meets internet protocols. It means emails can come from the firm email address. There are limited spots available for this, so if this is something you are interested in, contact your Account Manager.

Documents Outstanding Export - Exports a list of outstanding documents to CSV. This can be done on a global level or on a company by company level.

Updating of System Messages - Attention box newly designed, modernised the look and feel.

Added Trust Meeting Address to meeting usage report.

Added Company Name to the trace number heading track.

Decimal places for dividend statements, meaning you can now select how many decimal places you would like to show.

Trust deeds will also appear under the Documents tab.

When you import data from ASIC via an RA71 or Annual Review it does not import the history, just the data. It will override whatever history is in the software.

6 new features were introduced for completing discretionary trust distributions:
- You can now copy a previous distribution for a prior year if there are only small changes;
- Set the Order of how the names appear on the resolution when using free text, this can be done by both % amount or name.
- Adding the ability to expand the free text size;
- Can add a beneficiary more than once;
- Merge fields were added to improve the look of the distribution minutes.

The team have also been busy implementing some performance gains, whilst these are mainly under the hood they should result in an improvement in the efficiencies.

Looking forward to the next release and will definitely be keeping an eye on what’s to come!

In case you missed it, you can watch the CAS 360 New Features webinar recording below.

Alissa Haralambopoulos

Author Alissa Haralambopoulos

More posts by Alissa Haralambopoulos

Leave a Reply