- Global Contacts Screen - Improvements have been made to decrease the loading times of the Contacts Screen.
- Reports - Added the option to show the Signing Contact on the Company Listing Report.
- Contacts - Added contact popovers for Representatives which display summarised details of company contacts, other entities, and joint members.
- Trust Report - Added the option to show unit and discretionary trust distributions on the Trust Report.
- Translation Support - Improved how fonts are managed, allowing Google Translate to work effectively in CAS 360, Active on Request.
- Company Selection - Added the Annual Review/Return, Financial Year End, and Incorporation dates to the Company Selection screen.
- RA72 Beneficial Owner - Locked the RA72 beneficial owner contact from having its name changed
- Returns - Added a Filter Columns option, to allow users to filter the Annual Returns screen by different data including the company number
- Health Check - Health Check & Live check now include Company Contact Email
- Returns - Bulk Annual Return workflow will now include new validations to add/update company contact email address
- Company Relationships – Added the ability to prepare documents when adding a Data Protection Officers.
- Reports – The “Data Protection Officer” company relationship has been added to the People Group Report.
- Contacts – Added Data Retention reminders, allowing you to set reminders relating to deleting contacts on specific dates.
- Documents – Added support for Companies Registry forms where the officer’s correspondence address is the same as the company’s registered officer address.
- Documents – Added a “Public Inspect Version” toggle that can be enabled when generating the Register of Directors/Secretaries, which omits some identification details for privacy purposes.
- Lodgement – Updated Lodgement Receipts, adjusting where the status and reason for lodgement are displayed.
- Confirmation Statements – Added additional validation that displays when attempting to prepare Confirmation Statements with a future date selected.