Company Info

  • Updated

Overview

The Company Info screen is a collection of all company data that is not attached to a contact.

This includes data such as Business/Branch Registration Number.

The benefit of the Company Information screen is that all this data is stored together, making company-specific information easy to view, change and prepare documents for.

Navigation

From the Main Toolbar, go to Company

 mceclip1.png

Select the Company from the list

 mceclip2.png

Select Company Info

 mceclip0.png

Details

To add company information, click:

mceclip1.png

The Information that can be added to the Company Info screen include:

  • Annual Reports and Documents
  • Business Nature
  • Capital
  • Charges
  • Client Data
  • Company Notes
  • Debentures
  • Patents & Trademarks
  • Seal Register Entries
  • Security Licences
  • Tax File Number (where you can enter the Business/Branch Registration Number) 
  • URL's

Client Data

Select Options | Edit besides Client Data to input internal client information.

mceclip0__3_.png

Toggle mceclip2.png to mark the client as Non-Current.

This allows users to filter only current clients across various dashboards in CAS 360, including the Company Selection screen and Reports screen. 

Once confirmed, click mceclip3.png

Filter Company Info

Use the Search box to look up a specific company information

The search can be used to search for any data in the Company Info screen

mceclip0__4_.png

Can't find what you're looking for?

How can we improve this article for you?