Onboarding FAQs

 

How do I activate Corporate Messenger?

In order to activate the Corporate Messenger service with NowInfinity, your Implementation Consultant will require your ASIC EDGE details to be saved in the ASIC Parameters settings page of your NowInfinity account. During the onboarding stage, your Implementation Consultant will guide you through these steps and coordinate the import of your companies from ASIC to NowInfinity.

If you don't have ASIC EDGE details, you will need to apply for these by completing this form.
You will need to print the form, sign it and email it to ASIC at agent.registration@asic.gov.au.

If you do have ASIC EDGE details, please ensure you have the following details ready to save to your NowInfinity account and let your Implementation Consultant know where you previously managed ASIC lodgements (e.g. CAS Desktop, CAS360, MYOB, ASIC portal, etc.).

  • ASIC registered agent name
  • ASIC agent number
  • EDGE ID
  • EDGE password

 

How long does it take for the ASIC import to be completed?

Once Corporate Messenger is activated, it will take up to 48 hours to import your companies’ information from ASIC, refresh the companies’ debts, and receive the current annual statements. Please note that delays may occur if the ASIC EDGE password is not provided or it requires a reset, or if ASIC is experiencing delays or interruptions.  

 

Can we have multiple agent numbers?

A NowInfinity account can only have one ASIC agent number associated with it.
If you would like to import companies from multiple ASIC agent numbers on NowInfinity please request further information from your Implementation Consultant.

 

Can we do a bulk transfer of companies from one agent number to another agent number?

Yes, companies can be transferred from one ASIC agent number to another agent number using NowInfinity’s bundle agent appointment feature. See the following article for further information.
Adding multiple companies to Corporate Messenger, using the Bundle Agent Appointment feature

 

Can I still use ASIC or my previous provider once corporate messenger is activated?

Once your ASIC EDGE details are entered into NowInfinity and your ASIC import begins (syncing companies from ASIC to NowInfinity), we request that you remove your ASIC EDGE details from your previous corporate compliance software (if applicable). This is due to ASIC allowing only one corporate compliance software to connect with your ASIC EDGE at a time. You will still be able to access ASIC portal.

 

If I make a change on ASIC does it reflect on NowInfinity?

If the company profile has been refreshed since the change was made on ASIC, it will reflect on the company profile in NowInfinity. To view the last refreshed date of a company profile, see the blue banner at the top of the company profile.
If the change was only recently made via ASIC directly, see the following article for more information on how the company profile can be manually refreshed.
I lodged a form directly with ASIC and it is not reflecting on the company profile of Corporate Messenger. What do I need to do?

 

Can we customise the templates for minutes and resolution?

Minutes and resolutions templates are not customisable on NowInfinity. However, once the document is generated, NowInfinity does have the option to edit some documents. See the following article for further information.
How to edit a document using Online Editor   

 

Can we customise the email templates?

Yes, see the following article for further information.
Customising Email Templates

 

Can we bulk import Signing Contact and Billing Contact email addresses, phone numbers and addresses to company profiles?

Yes, NowInfinity have a Companies Contact Import spreadsheet template where you may provide the Signing and Billing Contact details to import to the relevant company profiles in bulk. Please request this spreadsheet template from your Implementation Consultant and they will provide further information.

 

How often does NowInfinity update the companies’ debts and company profiles?

Companies’ debts are refreshed every day. A debt report notification is available in the Notification Center when the debts have been refreshed.

Company profiles are refreshed automatically after an ASIC form is successfully lodged via NowInfinity. Regardless of lodgements, NowInfinity refreshes 100 companies per day.
For example, if you have 500 companies it will take 5 days for all company profiles to be refreshed.
Note: delays may occur if ASIC is experiencing delays or interruptions.

Prior to making company changes, it is best practice to check the blue refresh banner at the top of the company profile. For more information on how the company profile can be manually refreshed, see the following article.
I lodged a form directly with ASIC and it is not reflecting on the company profile of Corporate Messenger. What do I need to do?

 

If I update the data in NowInfinity would it automatically update in Xero Practice Manager?

When preparing a change of details on NowInfinity, you will have the option to update Xero Practice Manager by clicking on the ‘Change’ button.

 

Is e-signing included on my NowInfinity account?

Your NowInfinity account is already set up with e-signing and is included at no extra cost. If you would like to connect your custom DocuSign account, please see the following article.
How to connect a custom DocuSign account

 

How do I allocate an Account Manager to my companies in Corporate Messenger?

Allocating an Account Manager to a company is a great way to organise your companies list. 
Please see the following articles for more information. 
What is the role of the Account Manager?
Update the Account Manager for multiple companies

 

How do I add pins to a company?

Saving pins to a company is a great way to display key information regarding a company and grouping companies. Please see the following articles for more information. 
How to use Pins

 

How do I load my historical data?

NowInfinity offer historical data imports for clients coming from specific outgoing software providers. For more information please see Getting Started with Transitions

 

Can I email you my data?

We strongly recommend for you not to send client information via email. We recommend you talk to your Implementation Consultant to receive a log-in to our secure data transferring platform.

Can the Transitions team load my trusts to Trust Register?

Please note Trust Register is only available for full subscription clients.
The Transitions team will load your trusts to Trust Register if the trusts are in the files provided from your outgoing software. Please see Transferring your Historical Data (Section) and How to import Trust on Trust Register for further information.
We do not offer a service of manually loading your trusts to Trust Register. 

Can the Transitions team load my funds to SuperComply?

Please note SuperComply is only available for full subscription clients.
The Transitions team will not load funds to your SuperComply unless your outgoing software allows for this. Please see Transferring your Historical Data (Section) and Importing Funds into SuperComply for further information.
We do not offer a service of manually loading your funds to SuperComply. 

 

Why do some of my Annual Statements have the status ‘Not Received’?

When your ASIC EDGE credentials are saved to your NowInfinity account and your companies have synced to NowInfinity, some Annual Statements that have already been received in ASIC portal or your previous corporate compliance software may not be received in NowInfinity again.
If an Annual Statement for a company is ‘Not Received’ and you would like to generate a copy of the Annual Statement, please see the following article.
How to remerge Annual Statements.

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