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HF:Getting Started Guide (CAS)

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BGL Client Centre

The BGL Client Centre provides you with a direct connection to BGL. It is recommended that you register with the Client Centre as soon as you purchase the software.


At the Client Centre you can:

  • view your details
  • log a support call
  • monitor the status of current support calls and mark them as resolved
  • modify the problem of logged calls
  • view the problem and resolution details of your past calls
  • view the consultant allocated to solving your problem
  • view BGL announcements
  • view and pay subscription invoices
  • register for training courses, user groups and update seminars
  • register for BGL functions
  • book a call-back time for your support calls
  • access BGL Wiki
  • access BGL Forum
  • download PDF copies of Training Manuals
  • provide feedback to BGL
  • add or vote for enhancements to the software using the Wishlist system


How to Register for the Client Centre

  1. From an Internet browser, go to the following web address - http://clients.bglcorp.com.au/
  2. Click on Register on the left menu.
  3. Input the following information :
  • Administration Contact Email (previously provided to BGL)
  • Product ID
  • Username (create your own)
  • Password (create your own)

Note: For direct access to the BGL Client Centre from CAS, save your username and password in Administration | Firm Details | BGL Client Centre.


Casgetstarted image005.png


Contacting BGL

BGL can be contacted via:

  • Street Address : Suite 2, 606-608 Hawthorn Road, East Brighton VIC Australia 3187
  • Phone:
Australia +61 3 9530 6964 / 1300 654 401
Hong Kong 800 933 545
New Zealand 0800 444 488
Singapore 800 616 2148
UK 0800 028 3491
  • Fax: +61 3 9530 6964

  • Email:
info@bglcorp.com.au
training@bglcorp.com.au
sales@bglcorp.com.au
admin@bglcorp.com.au
clientrel@bglcorp.com.au

BGL Support

You can receive assistance from BGL using the following methods:


BGL Wiki

  • BGL Wiki can be accessed from CAS by clicking on Faq.gif from Quick Access Toolbar. All BGL Help resources, including Help Files, Training Manuals, Knowledge Base Articles and Release History are online on BGL Wiki.
  • Help Files within CAS can be accessed from any screen by clicking onHelp.gif.


Logging a Support Call

You can log a support call in the following four ways:

  1. Directly from CAS by clicking on Phone.gif from the Quick Access Toolbar. You must ensure your BGL Client Centre username and password has been saved in Administration | Firm Details | BGL Client Centre.
  2. Via the BGL Client Centre
  3. Live Chat calls via the BGL Client Centre
  4. Via Telephone on 1300 654 401

Software Updates

To ensure CAS automatically advises you of all Updates, you must set up an Auto Update Notification within the software in Administration | Defaults | Tasks/Help.


Casgetstarted image013.png


All installation and updates must be completed on the server. You must first ensure you can access the program from the server before accessing it from a workstation.


Updates can be downloaded from the BGL Client Centre. Detailed instructions can also be accessed from the BGL Client Centre.


Logging in to CAS

  1. CAS must be installed on the server and networked to a workstation. You must first ensure you can access the program from the server before accessing it from a workstation
  2. To log in to CAS:
    1. Click Start | All Programs | CAS and select the CAS logo to log in to the program.
    2. Casgetstarted image015.png

      OR

    3. Create a desktop shortcut on a workstation Casgetstarted image040.gif. Click on this shortcut to log into CAS.
  3. Select Supervisor and click OK. There is no password for the Supervisor user.

    Casgetstarted image019.png
    Note: A password can be added to the Supervisor user after you have logged into CAS. Refer to the Creating a new user topic for more information.


CAS Conventions

Keyboard shortcuts

CAS uses standard windows shortcut keys:

Keyboard Shortcut Use
CTRL+C Copy
CRTL+X Cut
CTRL+V Paste


CAS has its own shortcut keys should you prefer to use the keyboard rather than the mouse. Some common shortcuts used throughout CAS:

Keyboard Shortcut Use
ALT+N Creates a new record
ALT+E Edits the current record
ALT+S post or saves the current data
ALT+X exits the current screen without saving


All shortcut keys can be accessed when right clicking any record in any screen in CAS.


Casgetstarted image021.png


Alternatively, shortcut keys are referenced on each CAS button with an underlined character. For example, the Companies shortcut key is ALT+O Company.gif.


CAS Icons

Every screen in CAS contains common icons and fields as well as screen specific icons.

Some common icons that are accessible throughout CAS screens:

Icons Use
Exit.gif

Click to Exit Screen

Select.gif

Click to Select Record

New.gif

Click to Add New Record

Edit.gif

Click to Edit Record

Del.gif

Click to Delete Record(s)

Save.gif

Click to Save


To easily identify each icon and field, hover your mouse pointer on the icon or field to display a yellow bubble hint.


Casgetstarted image036.png


This function must be first enabled in Administration | Defaults | Tasks/Help.


Casgetstarted image038.png

CAS Conventions

For quick data entry, the following conventions can be used in any screen in CAS:

  • Hit the Tab key on the keyboard to skip to the next field
  • Hit the Enter key on the keyboard to pre-fill fields with the details from the last transactions

CAS Main Screen

The CAS Main Screen has five key regions:

  1. CAS Menu
  2. CAS Ribbon Toolbar
  3. CAS Company Quick Search
  4. CAS Quick Access Toolbar
  5. CAS Custom Explorer


CAS Menu

The CAS menu Casgetstarted image040.gif is located at the top left hand corner of the main screen and displays the common command functions for CAS. The button provides access to recent processes and companies and the help file.


Casgetstarted image042.png


Ribbon Toolbar

The Ribbon Toolbar provides access to all CAS processes. The ribbon has been organised in tabs that follow a company’s administration process. These tabs simplify access to the more advanced CAS features and modules.


Casgetstarted image044.png

Company Quick Search

You can search for a particular company by typing in any part of the company name in the Company Search box and CAS will bring up a list of company names containing these letters.

Casgetstarted image046.png


Alternatively, you can click Quicksearch.gif to open the Company Search screen then type in the first few letters of the company name in the Find Box and CAS will bring up a list of company names containing these letters.

Casgetstarted image049.png

You can also right-click the highlighted company to make changes to company details.

Casgetstarted image051.png

This right click menu is also accessible from the Company Selection screen.

Quick Access Toolbar

The Quick Access Toolbar is located at the top of the Ribbon Toolbar. It contains the help icon, the information icon and the quick access icon to log a support call.


Quickaccesstoolbarhf.gif

CAS Custom Explorer

The CAS Custom Explorer has ten items. The five top items are fixed and cannot be changed.

The five bottom items can be customised by users. You can create user shortcuts or customise these items. These shortcuts will only be accessible when the particular user logs into CAS.

To customise the CAS Explorer, you can use the drag and drop function to save these shortcuts.

Casgetstarted image055.png

Refer to the Welcome to CAS Help File on BGL Wiki for more information.


Creating a New User

From the Ribbon Toolbar:

On the Administration tab, in the Setup group, click Users


Usersetupicon.gif


Click New.gif to add a new user.


Casgetstarted image060.png


Requirements for lodging ASIC documents electronically

To lodge ASIC documents electronically using BGL CAS you will need to do the following:

  1. Register as an ASIC Agent
  2. Complete Edge Application to join ASIC’s electronic document lodgement system
  3. Input your ASIC Agent details and Edge Login details into BGL CAS


1. Register as an ASIC Agent

Refer to the following link on ASIC’s website for all you need to know about registered agents:

http://www.asic.gov.au/asic/asic.nsf/byHeadline/What%20are%20ASIC%20Registered%20Agents

You will receive:

  • Your ASIC Agent number


2. Complete Edge Application to join ASIC’s electronic document lodgement system

Refer to the following link on ASIC electronic document lodgement system (EDGE):

http://www.asic.gov.au/asic/asic.nsf/byheadline/Edge?openDocument

You will receive:

  • Your Edge ID
  • Your Edge Password


3. Input your ASIC Agent details and Edge Login details into BGL CAS

From the Ribbon Toolbar:

On the Administration tab, in the Setup group, click Agent / Presenter


Coyselctionicon.gif


Click New.gifNew to add the ASIC agent’s details.


Casgetstarted image063.png


Selecting a Company

From the Ribbon Toolbar:

On the Home tab, in the Company group, click Company Selection.


Coyselctionicon.gif


Highlight a company and click on Select.gifSelect.


The selected company name will appear on the of the CAS Main screen.


Casgetstarted image068.png


Once a company has been selected, company specific screens and fields can be accessed from the Ribbon Toolbar or the Explorer screen.


For more information on creating and selecting a company, refer to Task 1.1 of the CAS Introduction Training Manual.

Member Changes

All Member Changes can be accessed:

From the Ribbon Toolbar:

On the Home tab, in the Company group, click Company Selection.


Coyselctionicon.gif


Right click the company, highlight Members from the list and select the relevant transaction from the list.


The following member transactions can be completed in CAS:

Transaction Instructions
Allotments Task 3.1 - CAS Introduction Training Manual
Cancellations Help File on CancellationBGL Wiki
Consolidations and Return of Capital Help file on Share Restructures- BGL Wiki
Conversions Task 6.2CAS Advanced 1 Training Manual

Help file on Share Restructure - BGL Wiki

Member Balances Help File on Share Balances BGL Wiki
Non Share Members Help File on Non Share MembersBGL Wiki
Share Buybacks Task 7.3 - CAS Advanced 1 Training Manual

Help File on Share Buy-backsBGL Wiki

Subdivisions Task 7.1CAS Advanced 1 Training Manual

Help File on Share Restructures - BGL Wiki

Subscriptions Task 1.4CAS Introduction Training Manual
Transfers Task 3.2 - CAS Introduction Training Manual


Officer Changes

All Officer Changes can be accessed:

From the Ribbon Toolbar:

On the Home tab, in the Company group, click Company Selection.


Coyselctionicon.gif


Right-click the company highlight Officers from the list and select the relevant transactions from the list.


Transaction Instructions
Appointment Task 2.1 - CAS Introduction Training Manual
Resignation Task 2.1 - CAS Introduction Training Manual
Deceased Director Help File on Officer Changes - BGL Wiki
Removal of Director Help File on Officer Changes - BGL Wiki


Annual Reviews

Collecting Annual Reviews from ASIC

ASIC will place the Annual Reviews in the ASIC electronic lodgement system (EDGE) mailbox.


To download it into CAS, click Connect to ASIC Mailbox from the Customised Explorer.


Viewing Annual Reviews in CAS

From the Ribbon Toolbar:

On the Annual Documents tab, in the Multi-Company Returns group, click Annual Review.


Annualreviewicon.gif


Highlight the company name and click Preview.gif on the top of the screen to view the ASIC Annual Review and Invoice.


Alternatively, click on Preview.gif to the left of the documents to preview the CAS generated Annual Company Statement, ASIC Invoice and Solvency Minutes/Resolution.


Casgetstarted image073.png


Note: To avoid ASIC penalties, ensure you have a list of all your companies and the annual review dates.


Refer to Lesson 5 of the CAS Introduction Training Manual for more information on Annual Reviews.


Company Reports

The Company Report screen allows you to view various details of your company. From the company report screen you can:

  • View on screen information for a specific company
  • Prepare a company report for multiple companies
  • Select only certain options to print on the company report


The Company Report screen can be accessed:

From the Ribbon Toolbar:

On the Enquiries & Reporting tab, in the Enquiries group, click Company Report.


Coyreporticon.gif


Viewing on Screen Data

  1. Click on Search.gif Search to select a company.
  2. Click on any option under Data Type to view specific information of the company.
Casgetstarted image078.png


Preparing a Company Report

  1. Click the Reporting tab.
  2. Select the relevant information to include in the company report.
  3. Click Company.gif to select a single company or multiple companies to generate a company report for.
  4. Click on Print.gif Print or Export.gif Export to prepare the company report.
Casgetstarted image086.png

For more information on preparing company reports, refer to Task 7.1' of the CAS Introduction Training Manual.


Company Registers

The Company Registers screen allows you to prepare various company registers. Some common registers are:

  • Register of Officers
  • Register of Members
  • Register of Charges
  • Share Allotment Journal

The Company Register screen can be accessed:

From the Ribbon Toolbar:

On the Enquiries & Reporting tab, in the Enquiries group, click on Company Registers.

Coyregistersicon.gif


  1. Click on Company.gif to select a single company or multiple companies to generate company registers for.
  2. Input a number between 0-9 next to the register name to change the number of printed copies.
  3. To clear the registers selected, click Clear.gif Clear.
  4. To print all registers selected, click Print.gifPrint.
  5. To export registers, click Export.gif to export the registers to PDF, Word or Excel.
Casgetstarted image097.png

Refer to the Help File on Company Registers on BGL Wiki for more information.

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