What data is transferred from CAS to CAS 360 as part of the migration?
All company data is migrated across. This includes Company details, Member and Officer details, all member and officer history. Documents will also be migrated.
The Company Documents from CAS desktop will be Migrated to CAS 360.
These documents can be viewed from CAS 360s Documents Screen.
Am I required to add any more data before migration?
You are not required to add any additional information prior to migration.
CAS 360 will improve the distribution of documents and forms to clients via the web. This will be administered via email transmission. You can add email addresses and contact numbers via the People screen in CAS Desktop. Alternatively, this can be added to the Global Contacts screen in CAS 360.
What information will not be migrated from CAS Desktop to CAS 360
There will be items that will not be migrated to CAS 360
- Edge Username and Password
- Custom created templates for minutes and resolutions
- Default settings that don't exist in CAS 360
The ASIC Service Address and Letter Address.
CAS 360 vs CAS DesktopCAS 360 does not hold the ASIC service Address or the Letter Address compared to the CAS desktop program.
The ASIC Service Address was usually the address you will use when manually posting documents to ASIC. ASIC are moving away from manual lodgement to having documents lodged exclusively online.
The Letter Address was formerly the address CAS Desktop used on the letters prepared in the program. CAS 360 now uses the Meeting Address instead.
I have multiple copies of the same person in my CAS desktop people list. What will happen to these duplicate people when I migrate to CAS 360?
CAS 360 will automatically consolidate these contacts when they are migrated if the duplicates contain the exact same information (name, address, date of birth etc). If the contacts contain different information they will not be consolidated during the migration process.
If contacts have been consolidated during the migration, CAS 360 will have the one instance of the person in the Contacts screen, while the CAS Desktop people list will remain unchanged.
Do I have to migrate all my data at once?
It is a recommendation that you migrate all your companies from CAS Desktop to CAS360 in one go. This is to ensure that you only have one active database with your ASIC Agent.
What happens when you migrate departments from CAS to CAS 360?
When migrating a company from CAS to CAS 360, any departments attached to the company will also be migrated. These departments will become Labels in CAS 360.