Overview
Company Debtors Listing will allow users to view the debts of all companies on the ASIC list for a particular registered agent.
The Company Debt report will also display companies that have been set as a Non-Current Client.
This report's options include the ability to view all debt, current debt and future debt without the need to lodge a Form RA63 for each company.
The Form RA67 - Request Company Debt Report is used to request a listing of any outstanding debts with ASIC for all companies linked to your agent.
CAS 360 will automatically prepare and lodge the RA67 every morning, so all debt alerts are up to date.
Once this report has been generated it will also include a counter of all of the companies at the bottom of the report.
Instructions
| From the Main Toolbar, go to Reports |  |
Select Company Debt Listing.
CAS 360 will display the Report Settings screen.
| Field | Explanation |
|---|---|
| Report Order | Select the order the companies will display |
| Agent |
Filter the list of companies to the Agent selected for the company in the General Details screen.
|
| Report Date | Date the report |
| Label | Set a Company Label as a filter when preparing the Company Listing Report |
Click 
The Company Debt Listing Report can be exported as an XLS or as a PDF.