How to Delete A Fund

How to Delete A Fund

Introduction

You can not delete a client for which a job already exists in any of the job lists (Audit Job Queue, My Audit Job, Completed Jobs, Deleted Jobs).

To delete a client, follow the given process.

Step 1:- Click on Audit > Manage Funds and then on the Delete icon.




Step 2:- Click OK from the confirmation pop-up text box to proceed forward.



Step 4:- If the fund has no open job, you’ll receive a confirmation message stating Fund Deleted Successfully in green color.
​

Note:- If you could not delete the fund then a supporting informative text will appear in the right bottom corner in red color.
For further information or assistance, please contact at support@cloudoffis.com.au

    • Related Articles

    • Fund Dashboard

      Introduction The Fund Dashboard provides a concise and comprehensive overview of important information related to the fund. Here are the key elements displayed on this page: Fund Details Fund Name: [Name of the Fund] Financial Year: [Financial Year] ...

    • How to Reauthorise and Reimport Fund

      How to Reauthorise You need to Reauthorise fund for multiple reasons, a few of them are, if the Email ID has been changed or deleted, or if you no longer have the fund access. Step 1: Click on Audit > Manage Funds. Step 2: Now click on the three dot ...

    • Audit Job Queue

      Introduction When a job is created, initially it will be listed under Audit Job Queue. Till this stage the license is not consumed, once the job is processed from here, the license will be utilized. To know if the license has been utilized or not, ...

    • Label

      Introduction Utilize labels for efficient job indexing, filtering, and organization. This feature enhances your experience, providing a seamless way to manage and categorize your audit jobs. The label is functionality with which you can label a job ...

    • Manual Fund Upload- The New Way

      Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...