Annual Account Alerts
Annual Account Alerts monitors Annual Account obligations in one unified view by displaying upcoming, due, and overdue Annual Accounts with colour-coded alerts based on the Annual Accounts Due Date.
| From the Main Toolbar, go to Company. |
|
| Locate the company | |
| From the company selection screen select the Annual Account Alert. |
CAS 360 will continually check the Annual Accounts due date for each company, determining if any action is required.
Use the Annual Accounts Alert filter under Alert Filters to instantly display only the companies which require action.
By selecting the alert, CAS 360 will outline the details of the Annual Accounts, allowing you to Send Reminders or mark the Annual Accounts as filed: