Contacts - Added contact popovers for Representatives which display summarised details of company contacts, other entities, and joint members.
Trust Report - Added the option to show unit and discretionary trust distributions on the Trust Report.
Translation Support - Improved how fonts are managed, allowing Google Translate to work effectively in CAS 360, Active on Request.
Company Selection - Added the Annual Review/Return, Financial Year End, and Incorporation dates to the Company Selection screen.
RA72 Beneficial Owner - Locked the RA72 beneficial owner contact from having its name changed
Returns- Added a Filter Columns option, to allow users to filter the Annual Returns screen by different data including the company number
Health Check - Health Check & Live check now include Company Contact Email
Returns- Bulk Annual Return workflow will now include new validations to add/update company contact email address
Company Relationships – Added the ability to prepare documents when adding a Data Protection Officers.
Reports– The “Data Protection Officer” company relationship has been added to the People Group Report.
Contacts– Added Data Retention reminders, allowing you to set reminders relating to deleting contacts on specific dates.
Documents – Added support for Companies Registry forms where the officer’s correspondence address is the same as the company’s registered officer address.
Documents – Added a “Public Inspect Version” toggle that can be enabled when generating the Register of Directors/Secretaries, which omits some identification details for privacy purposes.
Lodgement – Updated Lodgement Receipts, adjusting where the status and reason for lodgement are displayed.
Confirmation Statements– Added additional validation that displays when attempting to prepare Confirmation Statements with a future date selected.