Activities

Activities

Introduction

The Activity section on Fund Dashboard redirects to the Activity Page and displays a list of all the activities performed in that fund. Each activity entry includes the date, time, and name of the person who has performed the activity.

fund-summary-activities


Status Tracking:

The log also tracks the status of the Fund Job, showing when it was changed to different stages along with the respective dates and times.

status-tracking


Donut Status Line:

At the top of the page, a donut status line is visible, providing a visual representation of the current stage of the job. This donut status line indicates the progress and stage of the fund, making it easy to understand and monitor the status at a glance.

audit-job-status
​

The Fund Activity Log serves as a centralized record of all actions and changes related to the fund, facilitating efficient tracking and monitoring of the fund's progress and status.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

    • Related Articles

    • Plan

      Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists Each ...

    • Release 4.9

      Release 4.9 Release 4.9 focuses on timestamp capturing, audit trail logic & Transparency, this is in preparation for additional reporting tools being created in the future. Enhancements Queries enhanced, the details captured during creation are now ...

    • Process

      Introduction The Process is categorized into Assets, Liabilities, Member Entitlements, Income, Expenses, and Review Checklist. All these headings are subdivided into Buckets and they are further divided into Line Items. All of the buckets have their ...

    • November/December 2017 Release Notes

      What's New Welcoming myob AO and SuperMate to the Cloudoffis Family Cloudoffis is now fully integrated with myob AO & SuperMate allowing you to easily connect with your client's funds within this software.As these are desktop versions the process is ...

    • DMS

      Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...