Introduction to Cloudoffis for Connected Accountants with Sorted Basic portal
Introduction to Cloudoffis for Connected Accountants
Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor.
The article below will guide Connected Accountants on importing funds from their accounting software, creating audit jobs, and responding to queries.
Please scroll to the bottom of this article for a video demonstration.
Please click here for the steps to create your SMSF Sorted Basic portal, if you do not have an account.
Dashboard Settings
Once you have logged in we recommend customising your view so that you only see the tabs relevant to your firm as accountants. To edit the view please click the “Settings” icon on the top right-hand of the screen:
Set the settings as below:
- Jobs by Status as Audit Job
- Jobs in Progress as Audit Jobs
- Queries as External
Import Client Process
Please follow the steps below to import clients to Cloudoffis :
1. Select “Manage Clients” from the Client drop-down menu.
2. Click on “Import Clients”
3. You will be prompted to choose which administration software your funds are to be imported from (Class, BGL Desktop, BGL 360, or Supermate). Please click to import from the relevant software.
4. You will be prompted to log in to your administration software. You should use your normal login credentials.
You will be prompted to Allow access.
5. Once you have provided access you will return to a Cloudoffis view and see a list of your funds under administration.
Select which funds you would like to import by ticking the square check box next to the fund name. You can import multiple funds at once or one fund at a time. Next click on “ Import Selected Clients ”.
6. After importing, you will receive a confirmation that the fund has been imported successfully
Submit Job to Auditor
Please follow the steps below to submit an audit job to the Auditor:
1. Now that you have imported your fund navigate to “Manage Client” under the Clients drop-down menu:
2. Find the fund you wish to send to audit in the fund list. If you have a large number of clients on the list you can use the “search” box to filter the funds shown.
3. Click on the ‘3 dot icon’ next to the fund and select Submit to Auditor option from the menu.
4. Fill in job information
5. Upload documents
6. Review job and submit
Resubmit Job to Auditor
If there are any changes done in the accounting software after submitting it to Auditor then, please resubmit the job from the Sorted connected portal to the Auditor following the below provided guide:
Uploading Documents and sending them to the Auditor
Documents are transferred from the DMS on your Sorted Connect portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen.
Alternatively, Click "DMS" at the top of the screen. And Select the relevant fund from the list on the left-hand side.
From the DMS screen click the Upload Documents icon and upload the job documents.
After being uploaded, documents will show in the "Unsorted" folder.
From the Unsorted folder , select the documents and click on the Submit to Auditor icon to submit those documents to the Auditor. The document/s will be transferred to the Auditor's cloudoffis portal.
Responding to Audit Queries:
If the auditor raises an audit query during their review, the staff member assigned to the audit on the Accounting Portal will receive a notification. The staff member should then log in to their SMSF Sorted account to view the query in full and respond.
The queries will be visible in the below 2 ways:
1) under “External Queries” on the SMSF Sorted Dashboard
or
2) from Submitted to Auditor tab (Sorted Basic users)
For more details please click on Viewing and Responding to Audit Queries.
Video Demonstration - Sorted Basic Portal
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