Company Selection Screen: Filter your columns

  • Updated

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 that these filters are user-specific, meaning you can set up and use a filter set that is different from any other user to your CAS 360! All changes selected including how columns are sorted will be saved.

To begin filtering your displayed columns, select Filter Columns:

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CAS 360 will now display the Company Selection Columns window.

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Simply toggle the filter you want to have displayed in the Company selection screen.

Mandatory Columns: are fixed columns that cannot be deselected or moved, and includes:

  • Company Name
  • Alerts
  • Options

Optional Columns: are columns that can be selected, deselected, or moved, and includes:

  • Company Number
  • Jurisdiction
  • Label
  • Alerts
  • Annual Return
  • Notes
  • Signing Contact
  • Partner
  • Billing Contact
  • Manager
  • Company Status
  • Corporate Key
  • Client Number

  • Client Reference Number

  • Billing Date

  • Financial Year End Date

  • Current Client

  • NZBN/BRN

  • Incorporation Date

  • Chinese Company Name

  • ASIC Debt Due Date

  • Agent

Note: Only 7 optional columns can be selected at once

You can even reorder the filters. The top-down ordering of the filters in the Company Selection Columns window will correlate to the left-to-right order of the filters in the Company Selection Screen. To reorder your filters, simply drag the filter to your desired location.

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