How to Reauthorise and Reimport Fund

How to Reauthorise and Reimport Fund

Introduction

This guide explains how to reauthorise and reimport fund in Auditomation when there are any changes in your accounting software or fund access. It can be due to email updates, loss of access, or updated fund information in Class, BGL 360, or Supermate, the steps below will help you seamlessly reauthorise and update your fund data.

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.

audit-manage-funds

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

action-button-reauthorise

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.
class-login-credentials

  1. Select Business and click on Allow Access.
select-business-and-allow-access

BGL 360

  1. Enter credentials and click on Login.
bgl-login


  1. Confirm Firm Details and hit Authorise
authorise

Supermate

  1. Enter credentials and click on Authorise.
supermate-login-and-authorise
Step 4: You will receive a confirmation toast message at the bottom of your screen once reauthorise process is successfully completed.

fund-reauthorised-successfully

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.

audit-manage-funds

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

action-reimport-fund-details

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

fund-details-reimported-successfully

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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