Dashboard Overview

Introduction

The dashboard is the landing page and it displays a glimpse of the data from the various parts of the portal.

All the icons and menu items available on the dashboard have been explained as under:

On the left side of the portal

Company Logo

1. Your company logo is on the top left corner of the portal.
   
2. You can click on it from any page to reach back to the Dashboard or the home page. 
   
3. Initially, it will display the default Cloudoffis logo which can be changed and you can add your company's logo. To learn more about how to add your company logo, click here.
   

Numeric Data

The total number of jobs and queries for the current financial year is displayed as shown: 

1) Open jobs/Total jobs

1. Jobs that are processed in the current financial year will be counted.
   

2) Open queries/Total queries

1. Queries that are raised in the current financial year will be counted.
   

Main Menu

The Main Menu is available on the left-hand side of the Dashboard. It can redirect you to the pages of the portal that you need to access. Following are the pages that you can visit through the Main Menu. 

1. Admin, 
   
2. Audit Job Report, 
   
3. DMS, and 
   
4. Audit
   

Hamburger Menu

You can use the Hamburger menu on the top taskbar to collapse or wide open the Main Menu as needed. It is collapsible to provide better visibility of other informative data at a glance whenever required.

On the right side of the portal

Search bar

1. The magnifying glass icon denotes the search bar on the top right side of the taskbar.
   
2. It can be used to search for the desired funds by their Fund Name, Fund Code, ABN, and Software Name.
   

Knowledgebase

- The question mark Icon is available on the top taskbar, which will redirect you to the portal's knowledge base where all the release notes and updates are posted.

Notification Center

 - The bell icon on the top task bar will display the latest notifications with the date and time of various activities like receiving a query, creating a job, and others.

You can click on View All Notification to have a glance at all the notifications at the same time.

In the Middle

Job Status

The number of jobs in each stage is visible here.

Jobs in Progress

In the middle of the screen, 10 recent jobs and other details like the Fund Name, Year, Created Date, Firm Name, Preparer, Manager, Source, and Status. 

Internal Queries

The latest 5 received and responded to queries will be listed under Internal Queries. You can also click on the mail icon to respond to the internal query directly from the Dashboard. As soon as you click on the Mail icon, a pop-up textbox will appear from where you can respond. 

External Queries

If you are connected with accountants the latest 5 received and responded to external queries will be available here. This feature will be activated when you are connected with an auditor. 

Recent Activities

Recent activities performed from the user's account will be displayed here with the dates they have been performed. You can also filter the Recent Activity by the Date by clicking on the calendar Icon from the top left Corner.

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.

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