This email is generated when Annual Review Documents are sent from the Review Screen
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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 |
| Year of Annual Review | ${AnnualReviewYear} | Annual Review year appearing in the Annual Review screen |
| Annual Review Fee | ${AnnualReviewFee} | The annual review fee for the year received from ASIC. |
| Late fee when annual review payment is up to one month late | ${FirstLatePenalty} | The amount will be based on the current late fees as advised by ASIC |
| Late fee when annual review payment is more than one month late | ${SecondLatePenalty} | The amount will be based on the current late fees as advised by ASIC. |
| 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 2 weeks |
| Solvent or Insolvent | ${SolvencyStatus} | Option Coming soon |
| 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 reminder via the Alerts |
| Client First Name Only in Proper Case |
${ClientFirstNameOnlyProperCase} |
The recipient contact when sending the document reminder via the Alerts in Proper Case |
| ACN | ${CompanyNumber} | ACN appearing in the General Details screen |
| Today's Date | ${Date} |
Today's Calendar date. This code can also be used in the email subject.
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| Todays date plus 1 week | ${DateAdd1Weeks} | Today's Calendar date plus 1 week |
| Todays date plus 3 week | ${DateAdd3Weeks} | Today's Calendar date plus 3 week |
| Todays date plus 4 week | ${DateAdd4Weeks} | Today's Calendar date plus 4 week |
| Todays date plus 5 week | ${DateAdd5Weeks} | Today's Calendar date plus 5 week |
| 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 |
${ClientFirstName} |
Contact when sending the document for review. |
| Client First Name Only |
${ClientFirstNameOnly} |
Contact when sending the document for review. The following logic will be used for ${ClientFirstNameOnly} merge fields: |
| Client Casual name |
${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). |
| Manager Name | ${ManagerName} | Manager appearing in the General Details screen |
| Manager Name in Proper Case | ${ManagerNameProperCase} | Manager appearing in the General Details screen |
| Manager First Name and Surname only | ${ManagerFirstNameSurnameOnly} | Manager appearing in the General Details screen |
| Manager First Name and Surname only Proper Case | ${ManagerFirstNameSurnameOnlyProperCase} | Manager 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} |
| Partner Name | ${PartnerName} | Partner appearing in the General Details screen |
| Partner Name, Proper Case | ${PartnerNameProperCase} | Partner appearing in the General Details screen |
| Partner First Name and Surname only | ${PartnerFirstNameSurnameOnly} | Partner appearing in the General Details screen |
| Partner First Name and Surname only Proper Case | ${PartnerFirstNameSurnameOnlyProperCase} | Partner appearing in the General Details screen |
Date Formats
The following codes can be added to ANY date code in order to change a specific date format.
- Note this does not apply to the Annual Review Deadline code.
For example, instead of using ${date} add the ${D_DNC_ field to it to become: ${D_DNC_date}
${D_DNC_date} will display today's date with its day and full date format (e.g. Tuesday, 25 July 2017)
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Description |
Code |
Example |
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Full date |
${DNC_ |
${DNC_date} Display the date in its full date format |
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Date format: DD Month YYYY |
${D_MAW_ |
${D_MAW_date} Display the date in its full date format Example: 10 January 2022 |
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Day, full date |
${D_DNC_ |
${D_DNC_date} Display the date as day, full date Example: Monday, 10 January 2022 |
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Date Long Form (Day, Month/Date/Year) |
${DLF_ |
${DLF_date} Display the date in its long-form format Example: Monday, January 10th, 2022 |
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Date Long Form (Day, Date/Month/Year) |
${DLF_AUS_ |
${DLF_AUS_date} Display the date in its long-form format (with the day of the month at the beginning of the date) |
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Date Long Form, No Day (Month, Date, Year) |
${DLF_ND_ |
${DLF_ND_date} Display the date in its long-form format, excluding the day of the week Example: January 10th, 2022 |
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Date Long Form, No Day (Date, Month, Year)
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${DLF_ND2_
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${DLF_ND2_dateS} 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 |
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Date Long Form, No Day (Date of Month, Year) |
${DLF_ND_AUS_ |
${DLF_ND_AUS_date} Display the date in its long-form format, excluding the day of the week |
${Reference}