AUTOMATING CORPORATE SECRETARIAL FEES????
We are looking to streamline our ASIC annual review process in CAS 360 and need guidance on configuring our firm's invoicing within the automated workflow.
Our setup: Automated Debt Reminders are activated, and the "Attach Invoice" dropdown gives us the options ASIC Invoice, CAS360 Invoice, and No Invoice.
Could you please advise:
1. Where in CAS 360 do we configure the CAS360 Invoice — specifically adding our accounting fee (ASIC annual agent fee), GST treatment, firm details, and payment details? We cannot locate an Invoices or Badges & Invoices screen under Settings in our build.
2. Can the CAS360 Invoice (with our fee) be attached automatically to the annual statement email and/or the automated debt reminder emails, so both the ASIC invoice and our fee invoice reach the client without manual steps?
3. Is the fee amount set globally, per company, or at the point of preparing the annual statement?
4. Does the CAS360 invoicing module integrate with Xero (blue ledger) so invoices raised in CAS 360 flow into our debtors, or is a manual/export reconciliation required?
A quick screen-share or deep links to the relevant help articles for our build would be appreciated.
Firm: HAZ Tax Accountants Pty Ltd (Agent No. 33419)
Contact: Bilal Baydoun — (02) 9062 3214
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Official comment
Hello Bilal,
Thank you for reaching out to the community.
- CAS 360's ASIC Invoice is a CAS 360 generated invoice that reflects the ASIC fee only, there's no built-in field for your own firm/agent fee. To create your own fee invoice, use the Freeform Documents screen, you can build it to your own preferences there.
Freeform Documents - When processing Annual Reviews, you can add other documents in the Document Production screen to send alongside the Annual Company Statement, including the Freeform Document from point 1. Automated Debt Reminders won't include your firm's fee though, that reminder only looks at the debt the company owes ASIC.
Automated Company Debt reminders
How do I attach/upload documents when sending out forms? - The Fee amount shown on ASIC Invoice, is based on what ASIC charges, which is an uneditable field and can not be changed.
- The CAS 360 to Xero integration is Xero Practice Manager (XPM), which syncs client and contact records only. Meaning that thr Invoices generated in CAS 360 will not flow into your Xero blue ledger.
Xero Practice Manager (XPM) Integration
If you do have any further questions, feel free to reply
- CAS 360's ASIC Invoice is a CAS 360 generated invoice that reflects the ASIC fee only, there's no built-in field for your own firm/agent fee. To create your own fee invoice, use the Freeform Documents screen, you can build it to your own preferences there.
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