Searches can be made from the Companies List page by navigating to Menu > Corporate Messenger > Companies
There are 2 possible search functions using this table:
- Local search: allows you to search through the table content only. This will start as soon as you begin typing a letter. The search functionality will find companies with corresponding information appearing.
Note: The difference between a local search and an advanced search is by hitting the enter button.
- Advanced search: to use this search function enter at least 3 letters and press enter. This will search all data within Corporate Messenger and present you with a list of matches.
You can search for the following:
- Company names;
- Names of Officer, Shareholders;
- Addresses (Registered Address, Principal Place of Business Address, Officer or Shareholders address)
- Family Group
- Reference Number (from the Company Profile)
Tip: If you would like to see all companies associated with a client, please do the following:
Navigate to Menu > Corporate Messenger > Companies. Use the advanced search to search for your client’s name. You do not need to enter the full name. Press enter on your keyboard and a list of Companies to which this person is associated as a Director or as a Shareholder will be displayed.
On the top left of the Companies list page, the “Show” dropdown box allows you to filter your companies list to show either active, archived or deregistered companies.
“Archived” includes all companies that are no longer associated with your agent number. In this instance, you have either lodged a 361 form to cease you as the agent of the particular company or a new agent has been appointed.
“Deregistered” includes all companies successfully deregistered.
The Sort By dropdown box is available to sort companies by:
- Auto: alphabetically A-Z
- date of registration
- date of next annual review
- total debt – ascending order
- account manager – sorted alphabetically A-Z
Additionally, you may sort by tabs
In your companies table you will notice 3 main tabs.
- “All” includes all active companies.
- “Companies with Debts” includes all companies with an outstanding debt.
- “Fees to Pay ASAP”, includes Companies with existing debt for their annual review fee.
Note: Companies in “Fees to Pay ASAP” will only stay 10 days before and 10 days after payment deadline.
E.g. Payment deadline for the Annual Review fee is 15 April 2021
Company will be displayed in this tab from 4 May 2021 until 25 May 2021