Recent Articles
Materiality Details in Audit Workpaper File, Time Stamps and Added External Query Columns
Introduction We’ve rolled out a few exciting updates to make your audit process even more streamlined, insightful, and responsive. Here’s what’s new: Detailed Materiality Assessment Now in the Audit Workpaper File Previously, your audit file only ...
Re-submitting Job to the Auditor
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
Marking Document as Private
Introduction Sometimes, you may upload a document that’s bookmarked or tagged to a line item, or even stored in the Permanent folder—but you still don’t want to share it with the auditor. In such cases, you can easily mark the document as private. ...
Permanent Folder for Documents
Introduction Some documents in SMSF (like the Trust Deed, Investment Strategy, Pension Establishment docs, Minutes, and Title Search) don’t change often. Instead of uploading them every year, you can move them to the Permanent folder in DMS. Once ...
Understanding OCR Processing in SMSF Sorted
Introduction OCR = Optical Character Recognition, the identification of printed characters using photoelectric devices and computer software. OCR enables the Cloudoffis search function to locate and direct users to the page the figure or text is ...