How to Reimport and Reauthorise Fund

How to Reimport and Reauthorise Fund

How to Reimport Fund Details

If you have made changes in fund details in the accounting software that you're using, you can follow the given process to Reimport Fund Details and reflect in your Auditomation account in just a few clicks.
Step 1: Click on Audit > Manage Funds.



Step 2: Now click on the three dot icon under action column and select Reimport Fund Details.



Step 4: You will recieve a confirmation message at the bottom of your screen once the Reimport process has been successfully completed.



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 icon under action column and select Reauthorise Fund.



Step 3: You will be redirected to the respective accounting software, enter your credentials and login to reauthorise.

Class

  1. Enter credentials and click on Login.


  1. Select Business and click on Allow Access.


BGL 360

  1. Enter credentials and click on Login.


  1. Confirm Firm Details and hit Authorise

Supermate

  1. Enter credentials and click on Authorise.

Step 4: You will receive a confirmation toast message at the bottom of your screen once reauthorise process is successfully completed.

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