All Posts By

Warren Renden

CAS 360 Software Update Release November 2020

By BGL Update, CAS 360, New Zealand, NZ BGL Update, NZ CAS 360, NZ Product UpdateNo Comments

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.

CAS 360 Software Update Release August 2020

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Another month of lock-down has passed in Melbourne, however this does not stop the CAS 360 team from delivering some great features.

In the August release we have a number of new integrations where you can connect to CAS 360.

My BGL

First of all, we have the MyBGL. MyBGL will allow you to see all the information related to your CAS 360 subscription. From here you are able to view your usage, upgrade or downgrade your subscription level as well as view all of your billing and payment information.

To see MyBGL in action – watch our video 👉

GreatSoft

A new addition to the CAS 360 integrated Practice Management suite of applications. You can now share contact information between CAS 360 and GreatSoft to ensure that your data is always update and accurate.

To see the GreatSoft integration in action – watch our video 👉

ChangeGPS

Blueprint by ChangeGPS is now connected to CAS 360. This will allow you to create beautiful structure diagrams based on the Company, Trust, Super Fund and Contact data inside CAS 360. Perfect for that next client meeting where you need to discuss their corporate structure.

To see the ChangeGPS integration in action – watch our video 👉

LightYear Docs

The integration between LightYear Docs and CAS 360 is now live. This will allow you to connect CAS 360 to your LightYear Docs account and push newly registered companies from LightYear Docs to CAS 360.

To see the LightYear Docs integration in action – watch our video 👉

Trust Improvements

This update continues on our previous releases around trust management, we have released 23 improvements to Trust Events, as well as adding a new Trust Report allowing you to prepare a full report for each and every trust. We have also released Trust Distributions for New Zealand trusts.

Interface Improvements

We have updated the icons used in the left hand side panel to give a greater feel, we have also improved every table view in CAS 360 from the Company Selection screen, Annual Review / Return screen and the Shareholders screens. We have also improved all the popovers in CAS 360 for better feel and performance.

Other new features

A range of other new features have also been added, with improvements to the registers, improvements to the share / unit transfer forms and new merge fields for document customisation.

Oh, and one last thing...

We have released our electronic filing of the Singapore company annual return with ACRA from inside CAS 360.

This includes the whole box and dice for Singapore Annual Returns with integration with CorpPass, support for the Singapore jurisdiction across the CAS 360 application, a new Singapore Annual Return screen, with the ability to prepare the Annual Return, sent it to your client, and then file the Annual Return, and make the payment to ACRA all from within CAS 360. It’s Brilliant.

CAS 360 Software Update Release July 2020

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Hi All,

For the July CAS 360 update, we have focused heavily again on Trust management. Our aim has always been to have the best trust management feature set in Australia and New Zealand. Building on our release of Trust relationships in June, our new feature Trust Events takes this to the next level.

Trust Events is a new tab that has been added to all the trusts in CAS 360. Inside this tab, you now have a huge amount of new functionality. You can now store and record all asset, liability, gifting, income, and expense transactions for a trust.

This will give you a snapshot of all this information for each trust. Also, as years go by you will be able to add transactions for capital improvements, changes in value and forgiving of loans.

Best of all when any of these transactions takes place, CAS 360 will prepare the required supporting documents, which can then be reviewed by your Partner or Manager and delivered by email to your client for electronic signing.

In this release, we have also added a dedicated Documents tab to each trust allowing users to see all stored documents for each trust and also upload any other documents associated with the trust.

Also, new options have been added when preparing company registers. As CAS 360 supports up to 10 decimal places for unit registers and share registers, we have added an option to allow you to select how many appear, so for those difficult companies or unit trusts that go to 7 or 8 decimal places CAS 360 has you covered.

Users are now also able to select the name order to the Company Members Register & Unitholders Register, users can select to have this register ordered in First Name, Surname or Surname, First Name.

We have also improved the way joint members are ordered on Company Member and Trust Unitholder registers, the joint member will now be ordered by the First Name or Surname of the first representative.

This update also includes improvements to the officer’s screen and updated NZ form 9 template and API improvements.

To gain the most from our new features, attend our webinar on Wednesday, 19 August 2020 at 11:30 AEST. Register Now >>>

To read the full release notes, please visit the BGL Community >>>