Annual Review
This email is generated when Annual Review Documents are sent from the Review Screen.
The Pay Now Button has been added!!
CAS 360 has inserted a new Pay Now button into this email template. This can be found in the new Modern template. Recipients clicking on this button will be directed straight to the postpay website. CAS 360 will automatically populate the Bpay code, Reference number and invoice amount.
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Description
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Code
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Where is this information in CAS 360?
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|---|---|---|
| Client Name | ${Client} | Contact when sending the document reminder via the Alerts |
| Company Name | ${CompanyName} | Name of the company appearing in the Company Screen |
| Date of Annual Review | ${AnnualReviewDate} | Annual Review date appearing in the General Details screen |
| Year of Annual Review | ${AnnualReviewYear} | Annual Review year appearing in the General Details screen |
| Annual Review Fee | ${AnnualReviewFee} | The annual review fee for the year |
| Total outstanding ASIC balance | ${AsicOutstandingBalance} | Current total outstanding ASIC balance including annual review fee. (Note:This code will automatically include the $ infront of the balance amount. eg $247). |
| 2 months from annual review date | ${AnnualReviewDeadline} | Annual Review year appearing in the General Details screen plus 2 months |
| 2 weeks from annual review date | ${DateAdd2Weeks} | Annual Review date appearing in the General Details screen plus 14 days |
| Solvent or Insolvent | ${SolvencyStatus} | Option Coming soon |
| Client Casual Name | ${ClientCasual} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the above merge fields are used, it will display the Casual Name and Last name (if a casual name is entered). If no casual name is entered, it will display the First Name and Last Name. |
| Client Casual Name in Proper Case | ${ClientCasualProperCase} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). |
| Client First Name (including middle name) | ${ClientFirstName} | Contact when sending the document reminder via the Alerts |
| Client Last Name | ${ClientLastName} | Contact when sending the document reminder via the Alerts |
| Client Email | ${ClientEmail} | Contact email when sending the document reminder via the Alerts |
| Username | ${UserName} | Name of the CAS 360 user |
| Firm Name | ${FirmName} | Name of your firm |
| Company Client Number | ${ClientNumber} | Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data |
| Client Reference number | Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data | |
| Company Label | ${CompanyLabels} | Name of the label attached to the company |
| Client title (if one exists) | ${ClientSmartTitle} |
CAS 360 will use the title and the surname in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones). |
| Client First Name Only | ${ClientFirstNameOnly} |
Contact when sending the document for review. The following logic will be used for ${ClientFirstNameOnly} merge fields: |
| Client First Name Only in Proper Case |
${ClientFirstNameOnlyProperCase} |
Contact when sending the document reminder via the Alerts in Proper Case |
| ACN | ${CompanyNumber} | ACN appearing in the General Details screen |
| Document Date | ${documentDate} | Date of the Document |
| Company Name in Proper Case | ${CompanyNameProperCase} | Name of the company appearing in the Company Screen |
| Registered Office Address of the Company in Proper Case | ${companyRegisteredAddressProperCase} | Registered Office Address of the Company entered into the Addresses Screen |
| Manager Name | ${ManagerName} | Manager contact selected in the General Details screen |
| Manager Name in Proper Case | ${ManagerNameProperCase} | Manager contact selected in the General Details screen |
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Manager First Name and Surname only |
${managerFirstNameSurnameOnly} |
Manager appearing in the General Details screen |
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Manager First Name and Surname only Proper Case |
${managerFirstNameSurnameOnlyProperCase} |
Manager appearing in the General Details screen |
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Partner Name |
${partnerName} |
Partner appearing in the General Details screen |
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Partner Name, Proper Case |
${partnerNameProperCase} |
Partner appearing in the General Details screen |
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Partner First Name and Surname only |
${partnerFirstNameSurnameOnly} |
Partner appearing in the General Details screen |
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Partner First Name and Surname only Proper Case |
${partnerFirstNameSurnameOnlyProperCase} |
Partner appearing in the General Details screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${CompanyContactName} |
| Company Contact Name in Lower Case | ${CompanyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${CompanyContactNameProperCase} |
| Company Contact Name in Upper Case | ${CompanyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
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Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
| Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
| Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
| Date Long Form no day |
${DLF_ND2}
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${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
| Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
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Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |
${Reference}