Document Status Listing – CAS 360 Australia

Details

The Document Status Listing lists all the documents saved in the Documents screen for the selected company(s).

The listing report includes document information such as:

From the Main Toolbar, go to Reports

Select Document Status Listing Report

CAS 360 will display the Document Status Listing screen.

Select the Company(s) to display in the Document Status Listing report by flagging the tick box

Use the search field to filter the list of companies

Field	Explanation
Jurisdiction	Filter the company list by jurisdiction.
Report Order	The order in which the companies will display in the report.
Agent	Filter the list of companies to the Agent selected for the company in the General Details screen.
Document Status	Filter the list of companies based on the status of the company documents Select Current Client Companies Only to only show companies marked as current. The Current Client setting is located under Company Info \| Client Data.
Report Date	Date to display on the report.
Label	Set a Company Label as a filter when preparing the Company Listing Report

Click

The Document Status Listing can be exported as an XLS or PDF file.