We are excited to announce another spectacular CAS 360 update!
You can check out the full release notes and join the conversation in the BGL Community.
Invoices: A new email template has been added, allowing users to send the Annual Review fee invoice to a different email address than the Annual Company Statement. Users can also select which invoice they want to send via email on the Document Production screen.
Contact Name Formatting: When adding a Contact via Quick Add or the Global Contacts screen, a new ‘Name Layout’ option will allow users to switch the Contact Name format from ‘First Name, Last Name’ to ‘Last Name, First Name’. Users can also switch the ‘Name Layout’ for a contact at any time from within the Global Contacts screen.
Company Listing Report: Users can now prepare the Company Listing Report by selecting a date range in the Reports screen. Previously, this report could only be generated with today’s date. Learn More.
Share/Unit Certificates: Users can now prepare a single combined certificate rather than multiple certificates when transferring shares from one shareholder to another.
The following new features and improvements have also been made:
- All members of Limited by Guarantee Companies now have a cease date.
- The character limit for Shareholders/Members Quick Add has been increased to 200 characters.
- Improvements have been made to ordering same-date transactions in the Register of Shareholders/Members.
- User interface enhancements have been made to the jurisdiction drop-down menu, shareholder (doughnut) graphs, company notes and the Messages screen.
Remember to check out the full release notes and join the conversation in the BGL Community.