Company Selection

Print Friendly and PDF

 

Overview

Once you have logged into CAS 360, you will be automatically directed to the Company Selection screen. This screen contains a list of all the companies created within your firm. Select a company to access it.

The Company Selection screen contains the following features: 

Select a Company

To select a company, simply click on the company name.

This will allow you to enter the following company information:

Add Company

To add in a new company to CAS 360, Click:

Getting Started ...

Click Getting Started ... to begin entering you ASIC Registered agent details into CAS 360.

With the Getting Started function, users are able to automatically import all their companies into CAS 360 from ASIC.

Advanced Filter

The Advanced Filter allows you to refine your company list on-screen through the following filters:

Filter Explanation
All Companies Select to show all companies you have access to.
Annual Review Alert

Display companies which have the Annual review alert active.

The Alert will be active:

  • Upcoming - 3 days prior to the Annual Review Date
  • Annual Review Received - Once the Annual Review has been received
  • Date Passed - Once the Annual Review date has been passed without receiving an Annual Review
Annual Review Deadline Alert

Displays for companies using the Annual Review Deadline Alert

  • Due within 30 days
  • Due in 14-8 days
  • Due in 7-1 days
  • Due today
  • Late
Document Deadline Alert

Display companies which have the Document Deadline alert active.

The Alert will be active:

  • Lodgement Deadline in 30 days (only for Annual Reviews)
  • Lodgement Deadline in 14-8 days
  • Lodgement Deadline in 7-1 days
  • Lodgement Due today
  • Lodgement is Late
Company Debt Alert

Display companies which have the Company Debt alert active.

The Alert will be active when there is an:

  • Account Credit
  • Future Debt
  • Outstanding debt
  • Late Debt

Users will be able to further filter the screen by companies which have:

  • Current ASIC Invoices which are outstanding
  • Received ASIC Invoices in the last 7 days
  • Received ASIC Invoices in the last 14 days
Deactivated Companies Select to display the previously deleted companies.
Labels Select to display certain Companies that have a common Label attached.

Additional Options

Under the Options column (far right-hand side of the screen) select for a particular company to:

  • Edit the company
  • Delete the company
  • Prepare a Company Report

    RA72 Options (these options will be available once an RA71 has been lodged for the company)
  • Import
  • Compare

Notes

Users are able to add important information to the Company notes section.

To add a note, clickScreen_Shot_2018-12-13_at_4.14.52_pm.png beside the company

(The icon will display if a note has been previously entered for the company)

In the text, field users can create a company note:

Screen_Shot_2018-12-13_at_4.11.27_pm.png

Company notes are saved automatically when a note is entered. Click  to delete a note.

Users can add additional notes by clicking 

Screen_Shot_2018-12-13_at_4.10.27_pm.png

To exit out from the company note section, click

Screen_Shot_2018-12-13_at_4.17.50_pm.png 

 

Agent Forms

ASIC Agent Forms are now prepared directly through the Company Selection screen.

will allow CAS 360 users to easily prepare the required documents.

Alerts

CAS 360 will revolutionise the way you work, in fact, you will wonder how you ever lived without it. Simplify your life with automated Annual Reviews, Document Deadline and Company Debt Alerts.

CAS 360 Alerts are designed to replace all the manual processes firms use to manage Annual Review dates, Document Deadlines and Company Debt.

With CAS 360 you no longer need to manage extensive spreadsheets or spend the entire day going through and processing emails instead of focusing on managing your corporate affairs. CAS 360 will simply automate all of this for you.

 

See CAS 360 Alerts for more information.

Labels

In CAS desktop, each company was allocated a department. In CAS 360 departments have been replaced with Labels. In CAS 360 each company can have multiple labels. This allows for greater reporting across companies and is also a key aspect of user rights and document templates in CAS 360.

See Company Labels for more information.

Review Date

The Annual Review Date is the anniversary of the company registration date, however, the review date can be changed under certain circumstances.

See Annual Reviews.

Show Current Companies Only

Flag the Current companies option  to display all companies excluding those that have been deregistered or flagged as non-current.

To set a company as deregistered, see Prepare the Application for voluntary deregistration of a company - Form 6010/407.

To flag a company as non-current, see How to set a company as a Non Current Client 

  • synced-from-confluence
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.