Updating your Company Details in Cloudoffis- Auditomation
Change Request Form
To update any of the details listed below, please fill out a Change Request Form
1. Company Name
3. Business name in the accounting software
4. Business code in the accounting software
The Change Request Form is required to be sent from the Current Company Admin's email address for the changes to take effect
If the Current Business Admin email address has been deactivated (Staff left) then one of the directors of the firm is required to sign the document and send it via their email address for the change to take effect.
Updating your Company Details in Cloudoffis - SMSF Sorted
Change Request Form To update any of the details listed below, please fill out a Change Request Form. 1. Company Name 2. ABN 3. Business admin email address 4. Business name in the accounting software 5. Business code in the accounting software Fill ...
How to Change Company Admin?
Introduction To change the role of a Company Admin in your system, you can follow these steps: How to Change Company Admin? Note: Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign ...
Switching the Company Admin Role
How to Switch Users for The Company Admin Role There can be only one Company Admin User and this is a role with unrestricted access. The Company Admin Role is the only role where a user can be both an auditor and an administrator, and the changing ...
How do I change my personal details in SMSF Sorted?
Overview Each staff member can update their name and phone details, as well as upload a profile photo. This article will outline how. Uploading your profile photo The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and ...
Template sharing from auditors using Cloudoffis Auditomation
Overview Many Cloudoffis auditors choose to share their Audit Engagement and Trustee Representation letters with accounting firms. Prior to the SMSF Sorted 3.0 & Auditomation 5.0 releases, this was only available to firms connected to the auditor via ...