Observation

Observation

Introduction

We have 11 observations that are being run on the data imported from the Accounting Software. Based on their status, observations are categorized into three tabs: Warning, Good To Go, and Not Applicable. 

  • Not Applicable Tab: 

    • Observations that do not exist in the imported data are automatically placed here. 

  • Warning Tab: 

    • Observations that do not match the expected observation fall into this tab. 

  • Good To Go Tab: 

    • Observations that exist and perfectly match the expected observation are placed here. 

Creating a Query or Adding a Comment: 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations. 



Step 2:- Find the specific observation from any of the three tabs. 



Step 3:- Click on the three-dot icon and select Create Query. 



Step 4:- Provide the necessary details and click on Save Query. 



Step 5:- The Query will be displayed under the "?" icon. 



Step 6:- Click on the "?" icon to view the details. 



Converting an Observation from Warning to Good To Go: 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations > Warning. 



Step 2:- Click on the three-dot icon next to the observation and select Mark as Good To Go. 



Converting an Observation from Good To Go to Warning: 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations > Good To Go. 



Step 2:- Click on the three-dot icon next to the observation and select Mark as Warning. 
​


By following these steps, you can effectively manage and categorize Observations, create Queries, and mark them as either Good To Go or Warning, ensuring accurate tracking and resolution of discrepancies in the fund's data.

For further information or assistance, please contact support@cloudoffis.com.au

    • Related Articles

    • External Query

      Introduction In the Auditomation portal, you can raise an External Query if you come across incomplete or missing workpapers or have questions about suspicious elements that need to be answered by someone outside your firm. How to Raise an External ...

    • Internal Query

      Introduction In the Auditomation portal, you can raise internal queries when you come across incomplete or missing work papers or have questions about suspicious elements. Internal queries are meant to be answered by someone within your firm. ...

    • Re-creating Supermate Client.

      Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs. An API Authority Token is required to import audit data, which is obtained by integrating your SuperMate ...

    • Query Analysis

      Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...

    • Creating Staff in SMSF Sorted Basic

      Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...