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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. ...
Release 5.1.6
Edit in MS Office option Now the Plan and Process area will have the Edit in MS-Office option to view the downloaded file and save the changes made to Cloudoffis. Under Search Documents: Tagged excel file in Supporting Documents: Managed Funds Source ...
Job Analysis
Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...
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 ...
Audit Job Queue
Introduction Jobs that have been created Internally or from the Submitted by Accountant's tab can be processed from this page. When a job is created, initially it will be listed under Audit Job Queue. Till this stage the license is not consumed, once ...