How to Reimport Fund Details
Introduction
If any fund details have been updated or modified in the accounting software, you can easily sync those changes with Auditomation.
The Reimport Fund Details feature allows you to quickly refresh and update the fund information in your Auditomation account, ensuring the accuracy of your data.
Note: The Reimport Fund Details feature is required only for the funds imported directly from Class Super, BGL 360 or Supermate accounting software.
- For the funds imported from SMSF Sorted, the details are automatically updated while importing the fund.
The Reimport process
Follow the steps below to complete the reimport process;
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 3: You will receive a confirmation message at the bottom of your screen once the Reimport process has been successfully completed.
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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