Agent Set Up
ASIC Edge Details
Activating Corporate Messenger
Adding companies to Corporate Messenger
The Companies list
- Download company profile
- Update the Account Manager for multiple companies
- Is the Account Manager field the only field that allows us to allocate the company to a team or team member? Is this field compulsory to complete?
- Generating an ASIC discrepancy report
- How to export your Companies list
- What actions are available from the Actions Menu on the companies list?
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Preparing and Lodging Forms
Annual Statement Settings
- How to customise and upload more than one cover letter for an Annual Statement
- How to add directors signatures to the ASIC annual statement
- Can the cover letter be amended on a case by case basis?
- What are the annual statement and solvency resolution display options?
- What are the invoice display options for Annual Statement?
- How to set a solvency minutes or solvency resolution as default settings for annual statement
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