The CAS 360 March 2022 release is a huge release, to coincide with the BGL REGTECH 2022 running across the country we have released some of the most exciting features for our users.
Advanced Document Screen Filters
The Global Documents screen (pictured right) in CAS 360 is one of the most used and frequented screens, and we have now added a powerful search to help you find anything you need on this screen.
From the documents screen, you can now create your own filters and even save that as the default, did anyone ask for label filters? Yes, you did, you know who you are. We have label filters and much more.
You can now filter document records by:
Company Name, Trust Name, Agent, Document Type, Due Date, Penalty, Trace Number, Document Status, Partner and Labels!
All filters can be saved, and all saved filters are accessed at the click of a button.
The document screen has never been so powerful.
Ability to CC company contacts in Multi Annual Return process
Users now have the ability to automatically include important company contacts such as Billing Contacts, the Partner or the Manager when processing Annual Returns.
This can be done on the Email Validations step, where you can see all the emails that are going to be sent out. Toggling on these options will add the email addresses for each company’s annual review.
All of this and so much more includes the ability to remove lodgement permissions for users, enhancements for Joint Members and Trusts via multi-company documents, and improvements to our Officers API.