Category

NZ Product Update

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 September 2020

By BGL Update, CAS 360, Homepage, New Zealand, NZ BGL Update, NZ Product Update, Product UpdatesOne Comment

A September in Melbourne without football finals has allowed the CAS 360 team to push out another huge update!

Export all Documents

Users can now export all company documents at the click of a button. So, now when a company wants their documents or moves to another accountant, users are now able to export all the documents and provide these documents. This feature has also been added to trusts in CAS 360.

Register Improvements

We have also improved and added more options to the CAS 360 registers, users can now choose to prepare a historical or current register of officers when preparing officer changes. Unitholder registers can now also be prepared in a current or historical state at any point in time.

Look and Feel

Cosmetic interface improvements have been made to a number of screens, including a new reports screen. Improvements have also been made to fonts, spacing and error messages.

Australia

Form 370

In the Australian Jurisdiction we have added support for ASIC form 370. This can now be prepared with any officer resignation when required. The form 370 can be prepared as part of a single company change or a multiple company change. Supporting documents will also be prepared for form 370, and form 370 can be electronically lodged to ASIC.

Other improvements

Improvements have been made to the Company comparison report to support weird and wonderful ASIC data. We have also added enhancements to the RC05 sent from ASIC in for company name reservations.

New Zealand

Multi Company Changes

New Zealand jurisdiction companies are now supported in Multi Company Changes. This will allow a number of changes to be made across a wide range of entities. Support now includes: 

  • NZ Company Registered Address Change
  • NZ Company Address for Service Change
  • NZ Company Officer Change
  • NZ Company Officer Change for AU company with NZ Directors
  • NZ Company Officer Secretary Change

CAS 360 will prepare the necessary documents for all of these changes and allow direct electronic filing to the Companies Office. 

These changes will also work correctly for firms that support both Australia and New Zealand companies. 

Annual Return

A number of important improvements to the Annual Return process for NZ Companies.

  • Annual Return Reminders – Users can now send clients email reminders to remind clients about outstanding Annual Returns
  • Annual Return Status filters have been added to the Annual Return screen
  • New NZ Annual Return cover letter template
  • Pre-Fill signing contact for NZ Changes
  • Added Reference Number to NZ AR filing

New Member Register Options

New Register of Member Settings have been added for New Zealand Companies, now registers can show the following: 

  • Show Premium Paid
  • Show Historical Data
  • Show in Date order
  • Add Premium to amount paid
  • Register name order

Singapore

Companies Activities

Singapore Companies can now add Singapore Activity codes to companies, this includes support for primary and secondary activities.

Officers

Singapore Companies Officers have been improved, with new identification options, improved validations, support for Companies as Directors and Nominator Directors have also been added with information hovers.

Looking forward to October where we will have even more great features!

CAS 360 New Features February 2020

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

We are pumped to share with you two sensational new key features for CAS 360 New Zealand clients:

  • A brand-new Annual Return workflow
  • A company health check tool

Annual Return workflow

CAS 360 firms have been blown away with how easy it is to prepare and file Annual Returns with the NZ Companies Office. Now, we have added a new set of workflows to make the Annual Return process even better, by allowing you to visualise all your Annual Returns and see if they have been processed, filed or overdue.

Company health check

CAS 360 now automatically checks your company data with the Companies Office every day. This ensures your CAS 360 company data is always up-to-date and means if your client makes changes to their company, this is what you will see

To see CAS 360 in action, watch our pre-recorded product demonstration:

Watch CAS 360 Demo!