Recent Articles
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 ...
How to Find Fund and Business Details in Class, BGL 360, and Supermate
Introduction: This article shows you how to find important fund and business details — such as Fund ID, Business Code, Business Name and Fund Code — in Class, BGL 360 and Supermate. Class After you log in to the home page, navigate through Business<< ...
Cloudoffis Format For Uploading Trial Balance Manually
Introduction:- The Trial Balance Template is designed to help you standardise and organise fund data before starting an audit in Cloudoffis. By following the defined rules for each column and required fields, you can ensure accuracy, avoid formatting ...
How to Upload Client Manually
Introduction If you perform audits using software not partnered with Cloudoffis, you can still bring your audits onto our platform through a manual process. This involves creating audit jobs using our Trial Balance template. Here are the steps to ...