Overview
CAS 360 allows you to receive automated reminder emails that provide a summary of important alerts across your firm.
These reminder emails can be sent daily, weekly, or fortnightly, helping you stay on top of outstanding compliance items without manually checking each client.
When enabled, the email can include notifications such as:
Annual reviews received
Annual reviews due
Regulator invoices received
Companies with outstanding debt
Failed emails
Rejected lodgements
Documents due for lodgement (7 days / 14 days)
The content of the email is based on the alerts you select in your notification settings.
Instructions
Click the bell icon to display the notifications you have received.
Users will now have access to a settings tab.
Email Subscriptions
Under Settings, toggle Receive email reminders from CAS360.
Apply To...
You have the ability to determine what kind of notifications you like to receive.
Annual reviews received |
Annual reviews due in 14 days |
| Annual reviews due in 30 days |
| Regulator invoices |
| Documents due for Lodgement in 7 days |
| Documents due for Lodgement in 14 days |
| Companies with debt |
| Failed Emails |
| Rejected Lodgements |
- Receive Email Daily
- Receive Email Weekly
- Receive Email Fortnightly
Once your notification frequency is set, select the day(s) in the week that this Notification will be sent.
You can even set the time in the day that these notifications are sent to you.
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Pro Tip In the time option, click the CAS 360 will display a time picker where you can easily set your desired time. |
Filter Entities
Set which companies you want to receive notifications for.
| Only Favorite Label Companies | Only sends notifications for companies where you have attached your favourited label to. For more information on labels, please see Company Labels |
| Whole Firm | Sends notifications for all companies in your firm's CAS 360. |
| Both | Sends a notification for all companies in your firm's CAS 360 and a notification for companies where you have attached your favourited label to. |
Click and get ready to start receiving your Daily Email Notifications!
If you do make any mistakes or simply want to start again, click