The following article will help you customise the Confirmation Statement cover letter in CAS360.
Instructions
| From the Main Toolbar, go to Settings | |
| Select Document Templates | |
| Select Confirmation Statement Cover Letter |
The CAS 360 default template can be downloaded by clicking
and Download.
This will download the template as a Microsoft Word document.
Use the codes in the table below to customise and instantly pre-fill information from your CAS360 Database.
To upload your custom template, click
Once a template has been uploaded, you can set it as the default by selecting
and Set As Default.
| Description | Code |
|---|---|
| Date on the Letter | ${DocumentDate} |
| Date on the Letter plus two weeks | ${DocumentDatePlus2Weeks} |
| Date on the Letter (dd month year) | ${DocumentDateLongForm} |
| Full name of Selected Officer | ${officerFullName} |
| Full name of Selected Officer (in Proper Case) | ${officerFullNameProperCase} |
| First name of Selected Officer (including middle name) | ${officerFirstName} |
| First name of Selected Officer (in Proper Case) | ${officerFirstNameProperCase} |
| First and Middle name of Selected Officer | ${officerFirstAndMiddleNames} |
| First and Middle name of Selected Officer (in Proper Case) | ${officerFirstAndMiddleNamesProperCase} |
| Surname of Selected Officer | ${officerSurname} |
| Surname of Selected Officer (in Proper Case) | ${officerSurnameProperCase} |
| Full Name (First Name and Surname) of Selected Officer | ${officerFirstNameAndSurnameOnly} |
| Full Name (First Name and Surname) of Selected Officer (in Proper Case) | ${officerFirstNameAndSurnameOnlyProperCase} |
| Officer's Residential Address | ${officerAddress} |
| Company name | ${companyName} |
| Company name in Proper Case | ${companyNameProperCase} |
| Registered Office Address | ${companyRegisteredAddress} |
| Registered Office Address (Proper Case) | ${companyRegisteredAddressProperCase} |
| Registered Office Address (muti line) | ${companyRegisteredAddressMultiLine} |
| Registered Office Address (muti line and Suburb in Capitals) | ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalised} |
| Registered Office Address (muti line and in Capitals) | ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalised} |
| Postal Address (muti line) | ${companyPostalAddressMultiLineProperCase} |
| Postal Address (muti line and Suburb in Capitals) | ${companyPostalAddressMultiLineProperCaseSuburbCapitalised} |
| Annual Review Fee | ${byReviewDateAmount} |
| CAS 360 username | ${UserName} |
| CAS 360 user firm name | ${firmName} |
| 2 months from annual review date | ${reviewDueDate} |
| Business Address | ${companyBusinessAddress} |
| Annual Review Year | ${AnnualReviewYear} |
| Client Reference number | ${referenceNumber} |
| Company Client Number | ${clientNumber} |
| Annual review date | ${companyAnnualReviewDate} |
| Postal Address in Multiple lines, no commas | ${companyPostalAddressMultiLineNoComma} |
| Company Business Address in Multiple lines, no commas | ${companyBusinessAddressMultiLineNoComma} |
| Company Registered Office Address in Multiple lines, Proper case and no commas | ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Business Address in Multiple lines, Proper case and no commas | ${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Postal Address in Multiple lines, Proper case and no commas | ${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Late fee applicable if annual review payment is not made | ${firstLatePenalty} |
| Second additional late fee applicable if annual review payment is not made | ${secondLatePenalty} |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
| Company Contact First Name in Proper Case | ${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
| Company Contact Address (Proper Case) | ${companyContactAddressProperCase} |
| Company Contact Address (Lower Case) | ${companyContactAddressLowerCase} |
| Company Contact Correspondence Address (Proper Case) | ${companyContactCorrespondenceAddressProperCase} |
| Company Contact Correspondence Address (Lower Case) | ${companyContactCorrespondenceAddressLowerCase} |
| Signing Contact Name (Proper Case) | ${signingContactNameProperCase} |
| Signing Contact Name (Lower Case) | ${signingContactNameLowerCase} |
| Signing Contact Address (Proper Case) | ${signingContactAddressProperCase} |
| Signing Contact Correspondence Address (Proper Case) | ${signingContactCorrespondenceAddressProperCase} |
| Signing Contact Correspondence Address (Lower Case) | ${signingContactCorrespondenceAddressLowerCase} |
| Billing Contact Name (Proper Case) | ${billingContactNameProperCase} |
| Billing Contact Name (Lower Case) | ${billingContactNameLowerCase} |
| Billing Contact Address (Proper Case) | ${billingContactAddressProperCase} |
| Billing Contact Address (Lower Case) | ${billingContactAddressLowerCase} |
| Billing Contact Correspondence Address (Proper Case) | ${billingContactCorrespondenceAddressProperCase} |
| Billing Contact Correspondence Address (Lower Case) | ${billingContactCorrespondenceAddressLowerCase} |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
|
Day, full date Upper Case |
${D_DNCUC} |
${D_DNCUC${datesigned}} Display the date as day, full date in all Upper Case Example: TUESDAY, 25 JULY 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
|
Full date Upper Case |
${DNCUC} |
${DNCUC${datesigned}} Display the date in its full date format in all Upper Case Example: 25 JULY 2017 |
| Date Long Form | ${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
|
Date Long Form Upper Case |
${DLFUC} |
${DLF${documentDate}} Display the date in its long-form format in all Upper Case Example: MONDAY, JANUARY 1ST, 2018 |
| Date Long Form no day | ${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
|
Date Long Form no day Upper Case |
${DLF_NDUC} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week in all Upper Case Example: JANUARY 1ST, 2018 |
|
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 (Date, Month, Year) Upper Case |
${DLF_ND2UC}
|
${DLF_ND2${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 in all Upper Case Example:1ST JANUARY, 2018 |
| Date Long Form | ${DLF_AUS} |
${DLF_AUS${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) Example: Monday, 01st January, 2018 |
|
Date Long Form Upper Case |
${DLF_AUSUC} |
${DLF_AUS${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) in all Upper Case Example: MONDAY, 01ST OF JANUARY, 2018 |
| 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 Long Form no day Upper Case |
${DLF_ND_AUSUC} |
${DLF_ND_AUS${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 in all Upper Case Example: 01ST OF 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 format: DD Month YYYY Upper Case |
${D_MAWUC} |
${D_MAW${dateSigned}} Display the date in its full date format in all Upper Case 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 |