Skip to main content
search
Category

CAS 360

CAS 360 Update – 19 September 2024

By BGL Update, CAS 360No Comments

What's New?

BGL SmartDocs 360 and ASIC Invoices
Leveraging the power of BGL SmartDocs, a multi-award winning innovative AI-powered document reader, CAS 360 now extracts debt due dates, dollar amounts and line items from ASIC invoices. ASIC debt due dates are now included in Company Debt Alerts in the Company Selection screen. Learn More

Daily Summary Emails
The daily summary email feature is now jurisdiction-specific. Summary emails will only include key actions in CAS 360 since the user’s last login, tailored to the user’s jurisdiction as needed. Learn More

Please reply to this email or contact your Account Manager if you need any further information.

Regards,

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 19, 2024
Love0

CAS 360 Update – 18 September 2024

By CAS 360No Comments

What's New?

BGLiD – Identity Expiry Report
An Identity Expiry Report is now available, providing a list of all individual contacts, their corresponding IDs, and expiry dates. Learn More

 

Automated Debt Reminders
The global automated debt reminder email will now always CC the Partner and Manager contacts. Learn More

Company and Trust Documents
The document screens now allow exporting filtered lists to CSV. Learn More

Documents
In several document templates, the term ‘A/C’ for shares/units has been changed to ‘Beneficially Held by’. Learn More

Company Listing Report
The Company Listing Report now displays company labels in the same order as the Company Selection screen. A Billing Contact merge field has also been added to the Company Listing Report and Report Setting screen. Learn More

RA62 Company Import
The RA62 Review Date Report model now lets users select the incorporation date or current date for shareholder balance transactions. Learn More

Contacts
Contacts with only a Guarantor relationship will no longer appear in the Not In Use filter in the Contacts screen. Additionally, Passport updates in the Passport History model will now be simultaneously reflected in the Contacts screen. Learn More

Document Production
The Dividends Paid Listing report can now be exported to Excel. Learn More

Email Templates
The Document Deadline Reminder template now supports an “Original Subject” merge field, returning the original email subject when the documents were prepared. Learn More

Please reply to this email or contact your Account Manager for further information.

Regards,

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 18, 2024
Love0

CAS 360 Update – 9 September 2024

By CAS 360No Comments

What's New?

Director and Secretary Appointment
The ability to appoint a person as Director and Secretary in a single officer transaction has been added. To complete the transactions for both roles, simply select the new ‘Director & Secretary’ option during the officer appointment process. Learn More

Trusts Selection Screen
A new ‘All Trusts’ filter has been added to the Trusts selection screen. Learn More

Post-Incorp Documents
The Notice of Beneficial Ownership is now included in the post-incorporation document set on the document production screen. Learn More

Company Report
Advanced options have been added to Show Company Addresses in Company Report settings. Learn More

Form RA71: After Form 362 is accepted, there will be a 60-second delay before the automated lodgement of Form RA71. This ensures ASIC has time to acknowledge Form 362. Learn More

General Details: The General Details screen now includes an optional financial year-end date field. Learn More

Company Deregistration: The Company Deregistration Members Consent templates now include a field for the member’s signing date. Learn More

Company Registrations: When purchasing a Smarter SMSF Company Constitution, the Company Name and ACN fields will be automatically populated using the information entered in the Company Registration screen. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 9, 2024
Love0

BGL unveils AI powered BGL SmartDocs integration in CAS 360

By BGL Update, CAS 360No Comments

BGL is proud to announce the integration of its AI-powered document solution, BGL SmartDocs, into its company, trust and ID verification management software, CAS 360.

The integration assigns each entity in CAS 360 a unique email address. When documents are sent to this address, they are automatically processed and attached to the relevant document packs, ensuring a streamlined workflow and significantly reducing manual handling.

“This is another huge step for BGL and I am incredibly proud of our hard-working team who made this integration possible” said BGL’s Chief Executive Officer, Daniel Tramontana. “This new feature is set to enhance the user experience for our CAS 360 clients. I couldn’t be more excited to deliver this cutting-edge solution to minimise manual processes for our users.”

BGL SmartDocs saves time even when documents are not digitally signed. By leveraging AI, signed and unsigned documents can be identified and uploaded to CAS 360. Signed documents update the document status in CAS 360 and all documents are automatically attached to the existing document pack.

Warren Renden, Head of CAS 360 at BGL, added: “Integrating BGL SmartDocs into CAS 360 represents a significant leap forward in our commitment to improving efficiency and administration workflows for our clients. With this powerful new feature, our clients can utilise the BGL SmartDocs AI to automatically attach client-signed documents to the correct CAS 360 record simply by forwarding an email.” 

For more information on this update, please visit click here.

August 6, 2024
Love0

CAS 360 Product Update – 2 May 2024

By BGL Update, CAS 360No Comments

What's New?

BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, is now available in CAS 360! Now, each Firm in CAS 360 will have a unique email address (found in the Email Settings screen) to receive documents. Once received, documents are automatically attached to the relevant document packs. Learn More

Practice Management Integration
CAS 360 and APS Contacts+ integration is now live. This two-way integration provides efficient client and contact data management across CAS 360 and APS Practice Management in a single database. Learn More

Company Report
The Company Report now includes Dividends with a “Show Dividends” toggle option to display this data. Learn More

Comparison Report
A new “Please Review” status within the Comparison Report has been introduced. This status will prompt your attention whenever future-dated transactions are detected to ensure a thorough review and validation. Learn More

Your Feedback
We have introduced a new AskNicely survey for your feedback. This feature, among other feedback mechanisms, is closely monitored to facilitate the continuous improvement of CAS 360.

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

May 6, 2024
Love0

CAS 360 Subscription Fee Increase – 1 July 2024

By BGL Update, CAS 360No Comments

BGL will increase the base subscription fee for CAS 360 on 1 July 2024. 

It has been 2 years since BGL last increased CAS 360 software subscription fees. Since then, the CAS 360 Team has delivered hundreds of new features, enhancements and integrations including:

The time has therefore come to increase the CAS 360 software subscription fees.

From 1 July 2024, the subscription fee for CAS 360 will increase from $15 per company per annum plus GST to $17 per company per annum plus GST. 

Clients can “lock in current subscription pricing” by paying their CAS 360 software subscription fees in advance at the 2023 subscription rate before 1 July 2024. BGL will provide you with this opportunity in mid May 2024.

If you have questions regarding your BGL software subscription, please reply to this email or call your account manager at 1300 654 401.

April 23, 2024
Love0

CAS 360 Product Update – 29 February 2024

By BGL Update, CAS 360No Comments

What's New?

Government ID Hover
The BGLiD Government ID hover has been redesigned to include the full name and date of birth used for the verification and the verified ID documents. Learn More

Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!

Consent to Act Letter
Director ID information has been added to the Consent to Act document template for an incoming director. Learn More

How to apply for the Director ID
The ASIC ‘How to apply for the Director ID’ document has been updated in the following document production screens:

Cover Letters Settings
The cover letter on all document packs can now be addressed to multiple contacts.

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

February 29, 2024
Love0

CAS 360 Product Update – 1 February 2024

By BGL Update, BGLiD, CAS 360No Comments

What's New?

BGLiD
The verified ID name and date of birth have been added to the ID Verification Report. Learn More

Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!

User Roles
The user role “Import data from Governing Body” is now available in user permissions. This enables administrators to limit the import of RA72 company data from ASIC. Learn More

Company Subclass
When a Company Type is Public and Company Class is Limited by Shares, the dropdown of Company Subclass in the General Details tab will now provide the following options:

  • Listed
  • Unlisted
  • Unlisted Superannuation Trustee Company
  • Unlisted Non-Profit Company 
  • Section 150 license
  • Section 383 License (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)
  • Section 383 License Superannuation Trustee Company (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)

The dropdown of Company Subclass in the Comparison Report screen has also been updated to display the same set of options as mentioned above. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

February 2, 2024
Love0
Close Menu