User

Norman Michael

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Total activity 47
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Activity overview

Latest activity by Norman Michael

  • Norman Michael created an article,

    16 April 2026

    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...

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  • Norman Michael created an article,

    12 March 2026

    Provide context and clarity with Smart Emails, let our AI, Roni, write contextual information related to the change(s) being processed in CAS360 into the email sent to the client. Roni will let the...

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  • Norman Michael created an article,

    05 February 2026

    Annual Returns- A new Billing Contact filter column has been added to the Annual Review, Returns and Confirmation Statement screens, making it easier to identify and manage billing details at a g...

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  • Norman Michael created an article,

    Companies in Licence Report

    The Companies in Licence Report in CAS 360 provides a clear, downloadable snapshot of all companies that currently count toward your subscription licence. This report is particularly useful for tra...

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  • Norman Michael created an article,

    20 January 2026

    Core New User Interface - Experience a fresh, modern look in CAS 360! The functionality you know and rely on remains the same, but the updated interface makes navigation and daily tasks easier and ...

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  • Norman Michael created an article,

    23 October 2025

    Trust Details - A new Administration tab has been added to Trusts, consolidating the Other Details and Tax Details tabs into the one screen! Document Templates - Added a new contact name merge f...

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  • Norman Michael created an article,

    4 September 2025

    AustraliaCompliance AlertsCAS 360 now provides an AML/CDD Compliance Alert for companies, highlighting missing information, expired documents, or required reviews. This allows users to quickly iden...

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  • Norman Michael created an article,

    7 August 2025

    BGLiD Default Verification - Add the ability for CAS360 users to set a default verification type when using BGLiD. This default will be saved and automatically selected when submitting subsequent B...

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  • Norman Michael created an article,

    Consent to Act - CAS 360 Dictionary Codes

    Consent to ActDocument prepared for Officer Appointments. DescriptionCodeCompany Name${companyName}Selected Officer Position${officerPosition}Selected Officer Position all Capitalised${UC${officerP...

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  • Norman Michael created an article,

    Annual Return Cover Letter - CAS 360 Dictionary Codes

    The following article will help you customise the Annual Return cover letter in CAS360. Instructions  From the Main Toolbar, go to Settings Select Document Templates Select Annual Return ...

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