Recent Articles
Ordered Documents
Introduction The Ordered Documents page allows you to view a list of all the documents requested by you or your team members. This page provides various details to help you keep track of document requests, such as the type of document, the associated ...
Staff Role Definitions and Access
Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...
Tax Sorted - Placeholders
Introduction Placeholder is a special set of characters that represents a variable and that are replaced with actual data at runtime. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, XPM, etc. and ...
How to Re-assign Staff
Introduction If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment. How to Reassign Staff Step 1: Go to the Fund Dashboard for the fund where you want to reassign ...
How to Clear Cache and Cookies
Introduction When new features or enhancements are released, there’s a chance that you might encounter some unexpected behavior. To ensure everything runs smoothly, a simple solution is to clear your browser cache and cookies. This refreshes the ...