How to Upload Client Manually

How to Upload Client Manually

Introduction

If you perform audits using software not partnered with Cloudoffis, you can still bring your audits onto our platform through a manual process. This involves creating audit jobs using our Trial Balance template. Here are the steps to follow:

Creating Client- Manually

Step 1:- Login to the platform using your credentials.
Step 2:- Click on Audit from the left-hand side quick menu.

Step 3:- From there, click on Manage Funds.

Step 4:- Now click on Import New Fund from the top right corner of the page.




Step 5:- You will now see a Pop-up menu, select Add Fund from there.



Step 6:- Once you select that, a side questionnaire will appear with all the details that you need to input. 

Step 7:- Enter all the information in the appropriate fields and then click on Save from the bottom left corner of the menu. 


save

Step 8:- You will receive a confirmation message and your client will be added and available for the other processes on the Manage Client page. 


client-created-successfully

Notes
Note:- If there’s any information that is missing or inappropriate, you will receive an informative text stating the error.
To Create Job, upload Trial Balance and Map Buckets, Click Here.

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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