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Scheduled Emails - Send emails exactly when you want!
Emails can now be scheduled for future delivery and managed in a Pending Outbox, giving you full control over when emails are sent and ensuring they are delivered at the most appropriate time.
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Automated Debt Reminders - Due Date Based Enhancements
Automated Debt Reminders have been significantly enhanced to support due-date-based scheduling, giving firms far greater control over when and how clients are reminded about outstanding annual review fees. This includes:- Reminders that can be set for when debts are both upcoming and overdue.
- The ability to set multiple reminders before a debt is due, improving on-time payment rates.
- Overdue reminders automatically include a full breakdown of all outstanding debts.
- Intelligent suppression: If an overdue debt exists, upcoming reminders are cancelled to avoid confusion.
- Automatically updating reminder schedules that change when settings / a debt's due date is updated.
- Full backward compatibility for existing reminders, automatically migrating to the new overdue strategy.
- Multiple upcoming reminders per debt supported.
- CDD Ongoing: Next Review Required Field Now Mandatory - When the Level of CDD Required is set to Ongoing, the Next Review Required field is now mandatory for Australian companies and trusts, ensuring compliance review dates are always captured.
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Annual Reviews – The option to add automatic document reminders is now accessible after re-processing an Annual Review.
- Automated Debt Reminders - Fixed a 500 Error that occurred when saving the Reminder Card for Deactivated Companies.
- Automated Debt Reminders - Fixed an issue where Automated Reminders couldn't be sent when companies have both Overdue and Upcoming Debt.
- Automated Debt Reminders - Automated reminders now properly send when SmartDocs data is present.
- Trusts - Resolved a 500 Error that occurred when preparing Trust Documents when the Trustee is an AU Company in CAS360.
- Annual Review - "Send Invoice in Separate Email" Tab is now properly highlighted when preparing Annual Reviews.
- ASIC Lodgements - Now properly manages UK Addresses with spaces in the postcode field.
- Fixed ASIC lodgement rejections caused by UK postcodes containing a space character.
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Director Certificates - CAS 360 now supports a Register of Directors’ Certificates for New Zealand Companies, allowing you to record and maintain a compliant list of Director Certificate records.
These records can then be used to generate an individual register and can also be included in the Full Company Register Set. - Company Name Reservations - Reserved names sharing the same organisation are now grouped together for clarity, including name reservations made by other individuals for the same organisation.
- Company Relationships: Public Officers – Now hides the 'Save & Prepare Documents' Button Correctly
A validation has been added for restricted/sensitive company names.
If triggered, users must enable authorisation before saving:
“The resolution requires authorisation to include sensitive and/or restricted words or expressions in the proposed company name.”Presenter consistency - The Presenter used in Document Production is now consistently applied to both lodgements and receipts.
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Registered Agent has been renamed to Presenter.
Updated in General Details
Updated in Document Production Options
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Charge Certificate Attachments - The Certificate of Company Charge Registration is now automatically added to the MR01 record in the Documents screen.
What’s improved
- No need to check Notifications
- Certificate stored with attachments for the MR01 record in your documents screen
- An issue where document production validations were missing (e.g. DOB, Surname) has been fixed. Validations now correctly appear to prevent incomplete data.