Recent Articles
Cloudoffis Format For Uploading Trial Balance Manually
Introduction:- The Trial Balance Template is designed to help you standardize and organize 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 to Import Fund, Process Job, and Map Buckets.
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...
What’s New - More PDF Features for Easier Auditing
We’ve expanded our PDF capabilities to give you even more tools for auditing documents. Along with the features you’re already using, you can now take advantage of additional annotation options, such as adding text, rectangles, strikeouts, and more; ...
Invoicing from Job
Invoicing from the Job Users can provide the fee details, generate invoice or see invoice status from the below mentioned pages in the job: Fund Dashboard Quick Box from the job Invoice Status are as below if Integrated with Xero Not Generated - All ...
Manage Billing
Manage Billing This feature helps in managing the billing for the Audit jobs. Below are the advantages: The invoices can be sent to Xero from the Manage Invoices list or Job smoothly. This also provides the ability to know the payment status from ...