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Norman Michael

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Articles

Recent activity by Norman Michael

  • Address Usage Report

    Overview The Address Usage Report shows where an address is used in CAS 360. Instructions From the Main Toolbar, navigate to Reports Select Address Usage Report. CAS 360 will display...

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  • Quick add/edit emails and mobile phone numbers

    Add Missing Emails and Mobile Phone numbersWe have added the ability for users to quickly add and edit email and phone number details when sending documents or reminders via CAS 360.When you select...

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  • Outbox

    OverviewThe CAS 360 outbox stores all outgoing email messages that have been sent from CAS 360. From the outbox, you will be able to view, resend and track the delivery of all emails sent from CAS ...

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  • Company Selection Screen: Filter your columns

    In CAS 360, you are able to customise the columns of your company selection screen.This improvement gives you control over the information you see on the company selection screen. What's better is ...

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  • Documents Review

    Overview Document Review has been designed to allow managers, partners or team leaders review a set of documents to be sent to a client prior to dispatch. This feature is an extension of the Docu...

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  • Email Settings

    Overview The Email Settings screen allows you to set the email sender name and reply-to address for emails sent from CAS 360. You can also add default CC and BCC email addresses. Navigation From...

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  • Export Document List (.csv)

    Query How do I export a list of all documents across all companies/trusts in my licence?  Solution From the Main Toolbar, go to Documents Select Options at the top of the Documents screen and ...

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  • Use your Firm's address to send emails from CAS 360: Change the no-reply@cas360.com.au address

    OverviewCAS 360 allows you to customise the outgoing email address for all correspondence to your clients. Using Amazon SES, we are able to update your sender email address to an email address that...

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  • Importing Company Data from ACRA

    Reduce time taken manually entering your client’s company data into CAS 360 by utilising the new Search Register feature. This feature allows users to search and import company data (including t...

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  • CAS 360 XBRL Tool Requirements

    Temporary Unavailability Notice An informational modal is now displayed when users attempt to access XBRL Financial Statements preparation or upload. The XBRL feature is temporarily unavailable wh...

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