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Norman Michael

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Articles

Recent activity by Norman Michael

  • 24 July 2025

    BGLiD Voiding Documents - Due to popular demand, BGLiD now supports the ability to void an existing BGLiD Request or Result.Core PleaseSign - CAS360 now supports PleaseSign as a digital signing pa...

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  • PleaseSign

    Australia's Leading Locally Owned Digital Signing Platform with Seamless BGL IntegrationOverviewPleaseSign, trusted by thousands of businesses and nearly one million users, is Australia’s first loc...

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    • 1 follower
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  • 10 July 2025

    Core Electronic Signing - Added a new Electronic Signing Settings page for users to enable firm wide “Use SMS for 2FA for signatories” and “Email signers completed signed document pack” options for...

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    • 1 follower
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  • How to record Trust Events

    With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, gifting, income, and expense transactions for a trust.This will give you a snapshot of all this i...

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    • 1 follower
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  • 26 June 2025

    Core Duplicated Contacts - We have added the ability to search for duplicate contacts while ignoring the contact's middle name.    Companies Affecting Licence Usage Report - You can now download ...

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    • 1 follower
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  • AA01 – Change of Accounting Reference Period

    The AA01 form is used to notify Companies House of a change to a company’s accounting reference date (ARD), which determines the end of its financial year and when annual accounts must be filed.In ...

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    • 1 follower
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  • Document Prepared Email Template - CAS 360 Dictionary Codes

    This email is automatically generated when you select Send Document in the Document Production screen of CAS 360. Important: The codes listed below are only compatible with the Document Prepared em...

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    • 1 follower
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  • Managing Document Deadline Alerts in CAS 360

    CAS 360 will automatically generate alerts when important document lodgement deadlines are approaching. These alerts help ensure your clients stay compliant and avoid late fees. Viewing Document D...

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  • Document Deadline Reminder Email Template - CAS 360 Dictionary Codes

    Document Deadline Reminder This email is generated when the Reminder is sent from the Document Deadline Alert Description Code Where is this information in CAS 360? Client Name ${Clien...

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    • 1 follower
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  • Integrating Xero Practice Manager (XPM) with CAS 360

    Overview BGL has developed a two-way integration that synchronises your clients/contacts which you manage in BGL with all clients in Xero Practice Manager (XPM). When a change is made, these de...

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