Recent Articles
How to Reimport Fund Details
Introduction If any fund details have been updated or modified in the accounting software, you can easily sync those changes with Auditomation. The Reimport Fund Details feature allows you to quickly refresh and update the fund information in your ...
Supported Trial Balance Formats for Each Accounting Software in Cloudoffis
Introduction Cloudoffis supports multiple trial balance formats based on your accounting software, ensuring accurate data import and processing. Note- Accountants are required to generate and download the trial balance in accordance with the column ...
How to Disconnect the Tax Sorted Workpaper
Introduction- If you see the following error while connecting a client to Xero This indicates that the organisation is already linked. To reconnect or update the integration, you’ll first need to disconnect the existing connection. Steps to ...
Guide to Enabling Third-Party Organisation Access in Tax Sorted
This article provides a step-by-step guide on how to change a user's permissions, specifically upgrading their role to "Advisor" within your Xero organisation. The Advisor role grants full access to all areas of Xero, including advanced accounting ...
SSO Authentication
Introduction This guide explains how to set up Single Sign-On (SSO) for Cloudoffis using Microsoft Azure Active Directory, so your team can log in to SMSF Auditomation securely with their existing Azure credentials. Activation Request to Cloudoffis ...