What to do if I have deleted a job that was submitted by the accountant?
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.
Note: If it is a manual job, make sure, your accountant has uploaded the Trial Balance to enable the Re-submit button.
Why am I getting this alert pop-up every time I try to add a tag or edit a document in Cloudoffis?
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.
Why am I unable to suspend the staff?
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.
How to quickly Re-assign jobs for the Staff I want to Suspend?
If you have a staff whom you want to suspend but you are unable to because they have jobs assigned to them.
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.
Can I download uploaded documents from the DMS in Bulk?
No, as of now, we do not have this functionality to download the documents in bulk from the DMS.
Why am I unable to view documents shared by the Accountants?
Below could be the possible reasons for the documents not appearing on your portal.
Make sure your accountant has not just uploaded the documents within the fund but also have submitted the Additional Documents.
Make sure, you are creating and processing the relevant job from the Submitted by Accountant.
Make sure you are checking in the right folder(Unsorted).
Make sure your accountant has not submitted documents in the query that you have raised.
Where will the additional documents submitted by the accountant after submitting the job will be available?
Additional documents that have been submitted by the accountant after submitting the job will be listed in the Unsorted Folder of the DMS.
Why am I not getting the option to Delete an Inactive Report Template?
You will not be able to delete a Report Template even though its Inactive sometimes because you might have generated a report with that template in a job..
What can I do if I am unable to save changes in the Report Templates while updating them in MS Office?
If you are unable to save the changes while updating the Report Templates in MS Office, follow the steps mentioned in the linked article - Troubleshooting Process For MS Office Plugin
Why am I not receiving query emails when I receive a reply from the accountant?
If you are not receiving emails for query by your accountant, please check your spam folder.
Can I link all the jobs of a fund together?
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.
How to Remap Manually Mapped Items?
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.
What should I do if changes made in a legacy report template are not showing up for the accountant, even after re-sharing?
If you've edited a report template that was already shared with an accounting firm, the standard process is to:
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