Overview
Navigation for CAS 360 has been simplified to allow for quick and easy access to manage annual reviews, make company changes and generate reports. The Main Toolbar on the left-hand side of your screen is your access point for all areas in CAS 360. Selecting certain icons in the toolbar will then produce an Advanced Filter, allowing you to further categorise information in a screen. See below for a detailed description of each icon.
Main Toolbar
An overview on the Main Toolbar and Tab functions are outlined below:
Company Selection
| General Details | This screen contains basic company details such as the Registered Agent, important dates, the Company Status, Type, Class and Sub Class. |
| Name Registrations | The Name Registrations screen can hold a history of the company's previous and current names. |
| Addresses |
The Addresses screen contains all the address information for the company. |
| Officers | The Officers screen contains all current and previous Officeholders for the selected company. |
| Shareholders | The Shareholders screen in CAS 360 contains all the share transactions that are accepted by ASIC. |
| Company Info |
The Company Info screen is a collection of all company data that is not attached to a contact. |
| Relationships | The Company Relationships screen is a collection of all the company data where a contacts are attached to the company. |
Contacts & Addresses
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Global Contacts |
The Contacts screen in CAS 360 is a global database listing all contacts that have been added to CAS 360 or migrated from CAS Desktop. |
| Global Addresses | The global Addresses screen will list all addresses created in CAS 360 and addresses migrated from CAS Desktop. |
Reviews
| Reviews | The Review screen will help you best manage the annual reviews in CAS 360. |
Multiple Changes
| Multiple | The Multiple Changes screen gives users the ability to prepare documents for multiple companies where the same change or details apply. |
Documents
| Upload | The CAS 360 global Documents screen allows users to view all documents for all companies in one screen. This will even show users when the document is due for lodgement and the potential late fee that applies. |
Messages
|
Read |
The CAS 360 global Messages screen allows users to view all messages for all companies in one screen. |
Reports
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Reports |
CAS 360 allows you to prepare a range of reports which can easily summarise and clearly display information across your companies. |
Settings
| Lodgement/Agent Settings | The Lodgement/Agent Settings screen will hold all ASIC agent details. |
| Email Templates | The Email Template screen allows you to customise email notifications sent through CAS 360. |
| Document Templates | The Document Template screen allows you to customise the Look and feel of the documents generated in CAS 360. |