The CAS 360 Global Documents screen allows users to view all documents for all companies from one central location.
At first glance, users will be able to:
- Immediately identify and group documents that are due for lodgement
- Check the internal trace number CAS 360 has given for the document
- View the number of company changes contained in a set of documents
- Review the document status.
Use the Advanced Filter button to filter documents by specific companies, trusts, agents, and more.
For more information, see the Documents - Advanced Filters article.
Export Document List (.CSV)
Export a list of all documents in the Global Documents screen by selecting on top of the screen.
Select Export Document List (.CSV) orExport Filtered Document List (.csv)
Export Document List generates a list with all documents on the Documents screen.
Export Filtered Document List only generates a list with documents that match the entered Filter criteria.
This will export relevant documents to a .csv file with the following information:
- Company/Trust Name
- Company Number
- Document Type
- Document Custom Name
- Trace Number
- Status Date
- Last Updated by
Users are able to upload their own documents outside of CAS 360 and save them into the software.
To upload a document, select
The Upload Document screen will display.
|Attach documents to existing Company
Select to upload the documents for the selected company.
You will then need to select a company.
|Attach documents to existing Trust
Select to upload documents for the selected trust.
You will then need to select a trust.
|Input a name for the document or document pack.
|Select a status from the list.
|Input the date for the status.
|Input the date for the document.
Press and hold the CRTL key on your keyboard and click on the files to select multiple documents at a time.
Select Save to upload the selected documents.
|Select Cancel to exit out the screen without saving.
Under the Changes column, users are able to quickly identify the number of changes contained in the set of documents.
Users can click on Change to view a summary of all changes resulting from the prepared documents, including dates on which these changes occurred (Annual Returns are dated at FYE).
For documents that are enabled to be lodged electronically via CAS 360, the Lodge button will display.
The View SMS icon will allow users to view and reply to SMS messages sent via CAS 360
If multiple recipients were selected for the SMS reminder, users can flip between the correspondences of the different recipients.
Quick Status Change
Users are able to quickly and easily change the status of a document.
Click on the Document status field to change the document to a new status.
Click to accept changes or to ignore changes.
Selectingbesides a document, provides users with a number of functions to manage company documents. These options are explained in more detail below:
The Edit option will display the Edit Document Details screen.
|Date of Document
Date the document was originally generated.
Note: Changing this date will not change the date on the document PDFs
Change status to help manage documents by indicating what stage the document is at.
Latest Status Date
|The date the current Document Status was selected.
The Attachments option allows users to view all the documents generated for the company change. This may include the Director/Members meeting minutes, resolutions, share certificates.
Users are also able to upload external files to CAS 360 to attach to the company. Files may include client letters or other supporting documents.
To view the attachments, hover your mouse over the document.
|Delete an attachment. Attachments generated by CAS 360 or migrated from CAS desktop cannot be deleted.
|Download a copy of the attachment to your computer
|Preview the document
Allows users to add new comments or view existing comments attached to a document.
will appear beside documents with a comment. Users can hover over this icon to quickly view the comments made on documents.
Allows users to void a Digital Signing document from within CAS 360, to prevent the recipients of the document from signing.
This option only applies for documents under the filter/status Electronic Signing - Sent to Client.
Document Alerts Filters
The Documents screen also has a number of filters allowing users to easily see documents that need action. These filters include:
|Display all documents in the documents screen
|Show documents that are now late and where the late fee will apply
Due for Lodgement in 7 Days
Show documents which have within 7 days to be lodged before the late fee applies
Due for Lodgement within 14 days
Show documents which have within 14 days to be lodged before the late fee applies
|Documents to be Lodged
|Shows documents that have the button available, and can be lodged directly from CAS 360.
|Show only documents that have already been lodged
|Show only Annual Return documents
Electronic Signing - Signed by client
|Show only documents that have been signed by clients using Digital Signing.
Electronic Signing - Signed, not lodged
|Show only documents that have been signed by clients using Digital Signing but have not been lodged.
|Show only Annual Return Documents in the Documents screen.
To amend a prepared but not yet lodged document, make the necessary changes in CAS 360 and flag the print option to prepare the updated forms.