FAQs - Auditomation

FAQs - Auditomation

Introduction

Below are a few of the Frequently asked questioned by our Auditors that might help you to utilise SMSF Auditomation at its best potential.

  1. What to do if I have deleted a job that was submitted by the accountant?

    1. In this case, connect with your accountant and ask them to Re-submit the same job to you again. Once that's done, you'll be able to perform all the associated actions successfully.
Notes
Note: If it is a manual job, make sure, your accountant has uploaded the Trial Balance to enable the Re-submit button.

  1. Why am I getting this Alert pop-up every time I try to add a tag or edit a document in Cloudoffis?

    1. You might get the Alert that says Annotations on this documents have been updated. Please reload. This Alert comes if you are trying to update the document from multiple tabs. This is to prevent loss of work and to let keep the document updated all the time so that appropriate changes can be made. 

  2. Why am I unable to suspend the staff?

    1. You are unable to suspend the staff because there are jobs that have been assigned to them. You can simply re-assign these jobs to some other staff to allow you to suspend them.


  1. How to quickly Re-assign jobs for the Staff I want to Suspend?

    1. If you have a staff whom you want to suspend but you are unable to because they have jobs assigned to them.  
    2. Step 1: Navigate to Audit > Manage Jobs > My Audit Jobs.
      Step 2: Filter by the Staff member’s name—this shows only their assigned jobs and then Re-assign.
      Once done, you will be able to suspend the staff.

  1. Can I download uploaded documents from the DMS in Bulk?

    1. No, as of now, we do not have this functionality to download the documents in bulk from the DMS. 
    1. As of now, we do not have the functionality to link jobs of Fund for all the years together. However, you can click on Audit > Manage Funds > View > Audit Files. Clicking on the SMSF ID will redirect you to the respective Job Dashboard.

  3. How to Remap Manually Mapped Items?

    1. While Manually Mapping items, if you have mapped the accounts to the wrong line item. Below are the steps outlined that you need to follow to overcome this situation.
      Step 1: Connect with your accountant and ask them to Re-submit the job from the accounting portal. 
      Step 2: Re-Import the Job and select Remap Manually Mapped Items. Once this is completed, you will be able to map the accounts correctly.

    • Related Articles

    • Auditomation Basic portal

      Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...

    • SMSF Auditomation Terminology List

      Introduction Here are the terminologies used in our New UI of the SMSF Auditomation Portal. You can refer to the Description & Source of each terminology to understand its meaning and the source to know where it has been derived or extracted from. ...

    • SMSF Auditomation Portal New Version Release - Enhanced Features

      Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...

    • Understanding Job Stage Synchronisation between Sorted and Auditomation

      Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...

    • 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 2. ABN 3. Business name in the accounting software 4. Business code in the accounting software Fill the attached Change Request Form ...