Deleting and restoring companies in CAS 360

Overview

The Deactivated Companies screen gives you the ability to view which companies are contributing to your company subscription limit, and to restore deactivated companies. 

Note: You will be unable to manually remove companies from your subscription limit using this screen. This is automatically done by CAS 360 on the anniversary of the subscription period. 

This guide will cover:

• How to view which deactivated companies are counting towards your CAS 360 subscription
• When a deactivated company will stop counting towards your CAS 360 subscription
• How to deactivate a company in CAS 360
• How to restore a deactivated company

Company subscription status

As per the BGL Subscription Agreement, both activated companies and deactivated companies count towards your company subscription limit. 

Companies that have been deactivated will only count until the anniversary of the subscription period. Once this anniversary has passed the deactivated company will automatically not be counted towards the limit.

View if a deactivated company is included in your subscription

To view whether a deactivated company is included in your CAS 360 subscription:

Navigate to the Deactivated Companies screen

From the Main Toolbar, go to Company.

Under Advanced Filter select Deactivated Companies

Next to each deactivated company under Date Deactivated there is a green or red icon. This indicates whether the company is included in your subscription:

	Included
	Not Included

For companies that are included in your subscription, hover the cursor over the company's deactivated date to view for how long they will count towards your subscription.

By default, all deactivated companies that are contributing towards your licence (green icon) will be listed before companies that are not contributing to your licence (red icon).

Subscription Details

To view a breakdown of when company spaces will become available:

Click Subscription Details

This will show you the total subscription, and how many company spaces will become available after the subscription period (when the deactivated companies will automatically not be counted)

The deactivated company policy is the same for monthly and annual subscribers.

Example - Yearly Subscription

CAS 360 was purchased on 16 June 2017

A firm on a yearly subscription has deactivated three companies; Alpha Pty Ltd, Beta Pty Ltd, and Gamma Pty Ltd on 01 July 2019

All deactivated companies will stop counting towards the firm's subscription on the anniversary of the firm's purchase date of CAS 360 being 16 June 2020

Example - Monthly Subscription

CAS 360 was purchased on 16 June 2017

A firm on a monthly subscription has deactivated three companies; Alpha Pty Ltd, Beta Pty Ltd, and Gamma Pty Ltd on 01 July 2019

All deactivated companies will stop counting towards the firm's subscription on the anniversary of the firm's purchase date of CAS 360 being 16 June 2020

Migrated Companies

A migrated company may be excluded from your subscription count within one month of migrating a company from CAS Desktop. Please contact your BGL Client Sucess Specialist for more information on processing this.

Deactivating a Company

To deactivate a company in CAS 360:

Navigate to the Company Selection screen:

From the Main Toolbar, go to Company.

Under the options column for the company, click Options

Select Deactivate Company

 

A warning will display, select Deactivate Company.

Restoring a Company

To restore a deactivated company in CAS 360:

Navigate to the Company Selection screen

From the Main Toolbar, go to Company.

Under Advanced Filter select Deactivated Companies

Locate the deactivated company and select Restore

Restoring a company will include that company in your company subscription limit

Select Restore