After migrating a Company from CAS desktop to CAS 360, the following information will need to be reviewed in CAS 360:
Input the Edge Username and Password
The Registered ASIC Agent's Edge Username and Password are not migrated from CAS desktop to CAS 360.
To enter the Edge Username and Password:
|From the Main Toolbar, go to Settings||
|Select Lodgement/Agent Settings||
Beside the Registered Agent click
Enter the User ID and Password details
Finding the Edge Username and Password in CAS desktop:
Administration | Agent/Presenter | Edit the Agent
See the Error D01 or D03 help file for instructions on resetting the Edge Password
Run a Comparison Report
Once the migration has been successfully completed you now have the perfect opportunity to check the ASIC Database against CAS 360. refer to How to run a Comparison Report in CAS 360.
Review Share Buy Backs
After migration, if a company has issued any share buybacks, the buyback type must be entered in CAS 360.
|From the Main Toolbar, go to Company.||
|Select the Company from the list.||
Locate any buyback transactions in this screen. Review the Transaction Type column to locate Buy Back transactions.
Select the Buy Back Type, and click