Bank Account Opening Minutes or Resolutions

Document prepared under Post-Incorporation documents for Company Registrations. This document will not appear unless a Bank Account has been created for the company via the Relationships screen.

Note: The Bank Account Opening Minutes and Bank Account Opening Resolution utilise the same Document Template.

Users have the option to include signing lines into two columns for Resolutions. Navigate to options besides the document in Document Production, to toggle on the feature.

Description	Code	Where is this information in CAS 360?
Company Name	${companyName}	Entered into the Company Name field in the General Details screen.
Company Number (UEN)	${companyNumber}	Entered into the Company Number field in the General Details screen.

Signing Date	${dateSigned}	In the Document Production screen, click Options besides the document for Document Date.
Document Type	${documentName}	Name of the document from the Document Production screen.

Applicant Name	${resolutionDirectorsNames}	All Current Directors appearing in the Officers screen.
Date of Resolution	${resolutionDate}	In the Document Production screen, click Options besides the document for Document Date.

Attending Directors	${attendingDirectorsNames}	The Default Attendees can be selected from the Officers screen. Select Attendee in the Meeting field.
Attending Secretaries	${attendingSecretariesNames}	The Default Attendees can be selected from the Officers screen. Select Attendee in the Meeting field.
Chairperson name	${chairpersonName}	The Default chairperson can be selected from the Officers screen. Select Chairperson in the Meeting field.

Bank Name	${bankName}	Bank Account Name entered via the Relationships screen.
Bank Account Signatories	${bankAccSignatories}	Bank Account Signatories entered via the Relationships screen.
Number of Signatories	${numberOfSignatories}	Total number of Signatories under the Bank Account

The Meeting Address - entered into the Addresses screen.

Address in Single Line, Proper Case	${meetingAddress}
Address in Multi Line	${meetingAddressMultiLine}
Address in Multi Line, Proper Case	${meetingAddressMultiLineProperCase}
Address in Multi Line, Proper Case, Town/City Capitalised	${meetingAddressMultiLineProperCaseSuburbCapitalised}
Address in Multi Line, all Capitalised	${meetingAddressMultiLineAllCaps}

The Registered Office Address - entered into the Addresses screen.

Address in Single Line, Proper Case	${companyRegisteredAddress}
Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised	${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma}
Address in Multi Line, Proper Case	${CompanyRegisteredAddressMultiLineProperCase}
Address in Multi Line, Proper Case, Town/City Capitalised	${CompanyRegisteredAddressMultiLineProperCaseSuburbCapitalised}
Address in Multi Line, all Capitalised	${CompanyRegisteredAddressMultiLineAllCaps}

Business Address - entered into the Addresses screen.

Address in Single Line, Proper Case	${companyBusinessAddress}
Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised	${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma}
Address in Multi Line, Proper Case	${CompanyBusinessAddressMultiLineProperCase}
Address in Multi Line, Proper Case, Town/City Capitalised	${CompanyBusinessAddressMultiLineProperCaseSuburbCapitalised}
Address in Multi Line, all Capitalised	${CompanyBusinessAddressMultiLineAllCaps}

Miscellaneous

Display text as Uppercase	${UC}	${UC${companyName}} to display the company name in Upper Case
Display text in Proper case	${ProperCase}	${companyOfficerNameProperCase} to display Officer name in Proper Case.

Date Formats

The following codes can be added to ANY date code in order to change a specific date format.

For example, instead of using ${datesigned} add the ${D_DNC} field to it to become: ${D_DNC${datesigned}}

${D_DNC${datesigned}} will display the signing date with its day and full date format (e.g. Tuesday, 25 July 2017)

Description	Code	Example
Full date	${DNC}	${DNC${datesigned}} Display the date in its full date format Example: 10 January 2022
Date format: DD Month YYYY	${D_MAW}	${D_MAW${dateSigned}} Display the date in its full date format Example: 10 January 2022
Day, full date	${D_DNC}	${D_DNC${datesigned}} Display the date as day, full date Example: Monday, 10 January 2022
Date Long Form (Day, Month/Date/Year)	${DLF}	${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 10th, 2022
Date Long Form (Day, Date/Month/Year)	${DLF_AUS}	${DLF_AUS${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) Example: Monday, 10th January 2022
Date Long Form, No Day (Month, Date, Year)	${DLF_ND}	${DLF_ND${documentDate}} Display the date in its long-form format, excluding the day of the week Example: January 10th, 2022
Date Long Form, No Day (Date, Month, Year)	${DLF_ND2}	${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example: 10th January 2022
Date Long Form no day	${DLF_ND_AUS}	${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018
Date format: DD Month YYYY	${D_MAW}	${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018
Date Long Form Variant	${DLF2}	${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023
Date Long Form Variant Upper Case	${DLF2UC}	${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023