Overview
Adding Trusts to CAS 360 has never been easier!
Introducing the Trust Import Spreadsheet Template. This template allows you to quickly enter your trusts into CAS 360 with its straightforward and easy-to-use design.
And the best part is that the template can be found directly within CAS 360.
Instructions
| From the Main toolbar navigate to Trust |
Click Add Trust, then select Download Trust Import Template:
CAS 360 will then download a copy of the template as an Excel (.xlsx) file.
Using the Trust Import Template
In the template, simply enter trust details. You can enter the details for as many trusts as you want:
Note: Do not change the Format of the Trust Import Template
Editing the format of the Excel file will result in the Trust Import failing. Editing the format involves:
- Adding/removing columns
- Deleting sheets
- Removing headings, etc.
Additionally, some details are required for the Trust Import to be successful.
These details are outlined in the "Instructions" sheet within the Excel document:
1. Within the Trust Import Template, you have the ability to add further trust information such as beneficiaries, unitholders and other trust relationships.
2. There are some requirements as mentioned in the "Instructions" tab. Ensure you enter all necessary details, then save the document.
3. Once you have completed the spreadsheet, please Log a support call via CAS360 and attach the template. We will do the rest!!
After you have provided us with the spreadsheet via Dropbox, sit back and relax as we will do the rest!