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Početna Istraži Moji priručnici

Računala i elektronika Softver Sage 2015 Korisnički priručnik

Page setup. Sage 2015

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Chapter 17. Additional tools HandiRegister 2015

Page setup

The Page Setup section of HandiRegister 2015 is used to ensure the correct printing of ASIC forms, documents and mailing labels. You may specify the printer, paper size, paper orientation and margins.

The settings are user specific. This means that each HandiRegister 2015 user can have the options set up differently.

For more information on page setup, please refer to the "Advanced Features 2015" manual.

SMS messaging

If you have purchased the HandiSoft Notify module, you can send SMS messages to your clients.

For more information, see the ‘ HandiSoft 2015 Advanced Features” manual.

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© HandiSoft Software Pty Ltd

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Changes made

13

Changes included in version: 13/06/2015

13

Changes included in version: 17/12/2014

13

Download ASIC company details

15

Maintain company registers

15

Create and lodge ASIC forms

16

Prepare minutes and resolutions

16

“HandiRegister 2015” main window

17

Access panel

17

Configuring the Access Panel

Documents menu (without the Document Manager)

24

Documents menu (with the Document Manager)

Running HandiRegister

31

Configuring HandiRegister

32

Client database options

32

Data entry options

32

Minute paragraph options

HandiRegister program information

34

Opening the "About HandiRegister 2015" window

35

General workflow using HandiRegister

35

Checklist for new users

Enter details in the Client database

38

Enter details in the Company database

38

Create and lodge Form 362

38

Read the validation report

39

Create and lodge Form RA71

40

Read the data download into the company

41

Where "Read the Download” is unavailable

Completing the general information

42

Creating officeholders

43

Creating classes of capital

43

Creating shareholders

44

Creating company auditors

44

Opening the Client database

45

Finding and ordering clients

Listing selected clients

46

Client reference codes

47

Automatic client reference codes

47

User defined client reference codes

47

Adding a client

47

Copy details from another client

Changing a client’s Type

49

Accessing the Client Portal

49

Tagging and untagging clients

50

Tag a client

50

Untag a specific client

50

Viewing tagged clients

Printing a client note

51

Adding and editing client note types

52

The Client Notes report

53

Opening the Company database

55

Information in the last four columns

56

Hiding the phone and email information

57

Valid combinations of company class and sub-class

57

Using the corporate key

58

Finding a company

59

Performing work on a specific company

59

Editing Company database information

60

Change of company name

60

To change a company name

60

Change of registered office

63

To change the addresses

63

Change special status

64

To change the special status

64

Change Ultimate Holding Company

65

To change the Ultimate Holding Company

65

Inactive companies

65

To make a company inactive

65

Annual Company Review

The Annual Review status

View tagged companies

67

Untag a single company

68

Untag all companies

68

Batch changing the Registered Office

Delete the company from the database

70

History of company changes

70

View company history

70

Restoring company data

71

Restore a company's data

71

Creating company reports

71

Produce a company list

71

Company charges

72

Opening the "Current Charges" window

72

To view charge details

72

To enter a discharge date

72

Individuals database

73

Open the Individuals database

73

Adding a record to the Individuals database

73

Editing an individual or organisation

74

Deleting an individual or organisation

75

Viewing an individual's details

76

Viewing a history of changes

76

Viewing the officeholder positions

76

Duplicated records

77

To merge duplicated records

77

Updates from the Clients database

78

Changing an individual’s address

79

Changing a company address

80

Shareholders database

81

Open the Shareholders database

81

Add a new shareholding

View share holdings of individuals

85

View share transactions for a shareholder

85

Change Beneficial Ownership

Officeholders database

90

Open the Officeholders database

90

Nominate a signatory

90

Appoint an officeholder

91

Resign an officeholder

92

Extend an officeholder

93

Change name/address details of officeholder

93

Edit the date of appointment or resignation

94

Deleting an officeholder

94

Open the Issued Capital database

95

Add a new class of issued capital

95

Create the share class

95

Issue shares

96

Delete an existing class of issued capital

97

Issuing and cancelling of shares

Remove cancelled shares from the shareholders

99

Fixing issued capital

100

All Auditors database

101

Open the All Auditors database

101

Add a new auditor

101

Edit an auditor's details

102

Delete an auditor

102

Viewing an auditor’s details

103

Locating a specific auditor

103

View companies with which the auditor is associated

103

Viewing a history of changes

104

Merging duplicated records

104

To merge duplicate records

104

Company Auditors database

105

Appointing a company auditor

105

Resign a company auditor

106

Edit a company auditor's details

106

Delete a company auditor

107

View a history of changes for the company auditors

107

Company seals

109

The “Seal Register” window

109

Create a new seal

110

Record the use of a company seal

111

Edit details of a company seal's record of use

111

Delete seal transaction

Viewing automatically generated minutes

116

Preview a form

116

Manually preview and print a form

116

Form 484 components

117

Viewing the components

117

Correcting errors in a form

117

Signing officer name

118

To define the signing officer:

118

Signing officer company office

118

Sign an ASIC form

118

Record the date of signing

118

Signing date not accepted

119

Update HandiRegister without sending a form to ASIC

Remove the 'hold' from a form

121

Deleting a form

121

Change status from "Lodged" to "Ready to Lodge"

121

Change status from "Ready to Lodge" to blank

Form 205A – Notification of Resolution (Change of Company Name)

126

Creating Form 205A

126

Form 410B – Application for Reservation (Change of Name)

127

Creating Form 410B

127

Form 410F – Application for Reservation (Extension of Reservation)

129

Creating Form 410F

129

Form 361 – Registered Agent ceasing to act

129

Creating Form 361

130

Form 362 – Appointment/Cessation of Registered Agent

130

Creating Form 362

130

Form 370 – Resignation of officeholders

132

Form 484 – Change to company details

Form 485 – Statement in relation to company solvency

133

Creating Form 485

133

Form 488 – Change review date

134

To create Form 488

134

Form 489 – Change office or office hours of registered body

135

Form 490 – Change officeholders of registered body

135

Form 492 – Notification of corrections

135

Creating Form 492

135

Form 902 – Notification of supplementary information

136

Creating Form 902

137

Form 6010 – Voluntary Deregistration of a Company

138

Creating Form 6010

138

Form RA71 – Request for company details

139

Creating Form RA71

140

Form RA61 – Request review date report

141

Prepare a Form RA61

141

Form RA63 – Request debtor's ledger report

Form RA65 – Request documents lodged report

143

Prepare a Form RA65

143

Company Forms database

144

Open the Company Forms database

144

View and/or print a lodged form

144

ELS configuration

145

To complete your security setup for the first time

147

Setting EDGE gateway addresses

148

View and print EDGE setup details

148

Lodge forms with ASIC

149

Relodging a form

150

Retrieve data and reports from ASIC

150

Selecting ASIC reports

151

Transmission and validation reports

151

Check the Validation Report

152

ASIC invoices

152

View and print an ASIC invoice

Turn on the 'log file'

153

Reselect the modem in HandiRegister 2015

153

Retrieve Reports/Data Download

153

Print the 'log file'

154

Email the 'log file' to HandiSoft

154

Invalid ID or password error

154

Update an expired password

154

Your Account has been locked

155

Rebuild database files

157

Data corruption and backups

157

Attempt to fix corrupted data

157

Generate a minute or resolution

159

To generate a minute

159

Finding a minute or resolution

161

Customise minutes and resolutions

161

Customising paragraphs

161

To copy and amend a standard paragraph

161

To create a paragraph from scratch

163

Field codes in paragraphs

163

Finding a paragraph

164

Customising minutes and resolutions

164

To copy and amend a standard minute or resolution

164

To create a minute or resolution from scratch

165

Automatically generated minutes and resolutions

165

Generating the minutes and resolutions

166

Viewing automatically created minutes

166

Viewing and finalising the minutes and resolutions

167

Reuse last years minutes and resolutions

169

To save a company’s minute for reuse

169

To open and edit a company’s saved minute

170

To delete a company’s saved minute or resolution

Annual Review reports

173

Annual Review Status report

173

Review Dates report

174

The "Report Preview" window

Using Microsoft Word™

178

Mailing labels

178

To print mailing labels for the Companies or Individuals database

178

To print mailing labels for Office Holders or Shareholders

Lodged Forms database

184

Officeholders database

185

Ready To Lodge database

185

requisitioned document

185

Review date

185

Shareholders database

Unsigned Forms database

185

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