This article outlines the steps to create a company in CAS360 direct from LYD. (Please ensure that your account is integrated with CAS360 to proceed. More information can be found here: https://lightyeardocs.zendesk.com/hc/en-us/articles/360053684353-How-to-integrate-CAS360-)
1. Select My Companies from the drop-down menu in the top right-hand corner of your dashboard.
2. This page will display a list of your client folders which contain any one of the LYD company documents (once completed). Select a client folder to expand and display the company you would like to create on CAS360.
If the company is still pending with ASIC and no ACN has been provided, it will say PENDING under the ACN heading. Once the ACN is available, the ACN will populate and you will be able to select "Create on CAS360".
3. You will then be prompted to confirm this action.
If the company has been created successfully, a successful notification will appear. It will also provide you with the option to retuen to Lightyear Docs or proceed to your CAS360 account.
If the company has not been successful and was not able to be created on CAS360, you will be prompted to contact email@example.com. We can then offer additional assistance.