Company Management

  • Bank Accounts

    Navigation From the Main Toolbar, go to Company. Select the Company from the list. Selec...

  • Company Documents

    Overview The CAS 360 Company Documents screen allows users to view all documents specific to the compan...

  • Company Info

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

  • Company Notes

    Details Users are able to add important information to the Company notes section within the Company Select...

  • Company Registration/Incorporation

    Use CAS 360's step-by-step wizard to quickly prepare the full company registration document set and delive...

  • Company Selection Screen: Filter your columns

    In CAS 360, you are able to customise the columns of your company selection screen.This improvement gives ...

  • Deleting and restoring companies in CAS 360

    Overview The Deactivated Companies screen gives you the ability to view which companies are contributing ...

  • General Details

    Overview Once a company is selected, users will be prompted to the General Details screen. This screen con...

  • How to add a Company

    From the Main Toolbar, go to Company. Click Add Company + CAS 360 will now display the Add A...

  • Name Registrations

    Overview The Name Registrations screen can hold a history of the company's previous and current names. ...