Anthony Costa
Articles
Recent activity by Anthony Costa
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04 May 2023
Alerts: To improve visibility, a brief delay has been incorporated into the alert popovers. Seal Register Report: Improvements have been made to the Seal Register Report, where all companies ca...
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20 April 2023
- Core Appointment of Beneficiaries: A new Appointment and Cessation of Beneficiaries workflow has been added to trusts in CAS 360. This new workflow includes document production support...
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30 March 2023
- Core New Report The Register of Seal Entries Report can be generated in CAS 360 to easily keep track of companies that have added a company seal. Enhancements have been made to the encr...
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16 March 2023
A new feature has been added to the Company Selection screen, allowing users to display the Incorporation Date as a separate column. This column can also be used for sorting the Company Screen....
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2 March 2023
When adding a contact via Quick Add or the Global Contacts screen, a new ‘Name Layout’ option will appear, allowing users to switch the Contact Name format from “First Name, Last Name’ to “L...
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February 2023
Implemented GET/PUT/POST/DEL requests for Contact Addresses API. Nationality has been included in GET/PUT/POST requests for the Contact API. Implemented GET/PUT/POST/DEL requests for Passport. GET...
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January 2023
Users can now search for Labels within the Trust Selection screen. Integration with Xero Practice Manager now supports: Company Name changes, and Contact Name and Address changes Th...
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Register of Seal Entries Report
Overview A company seal, also known as a corporate seal or common seal, is a tool used by companies to authenticate official documents or agreements. In the past, the use of a company seal was ...
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