Introduction
We've introduced a new feature on the Fund Dashboard to streamline the process of sharing audit files with the ATO and reduce manual efforts. This feature allows users to track the individuals responsible for preparing, reviewing, and auditing the audit file, along with the respective dates of completion.
How It Works:
Dashboard Integration:
On the Fund Dashboard, you'll find three checkboxes labelled Prepared By, Reviewed By, and Audited By, along with calendar icons.
Select the checkboxes once completed the respective activity.
Date Selection:
Upon clicking the checkboxes, select the completion date using the calendar feature.
You can also select a backdate if required.
Once the checkboxes and dates are selected, users' names and the selected dates will be displayed when hovering over the respective option.
This ensures transparency and accountability regarding the audit file's preparation, review, and auditing process.
Integration into Audit Workpaper File:
When generating the audit workpaper file, this information will be prominently displayed on the second page.
Users can easily reference who prepared, reviewed, and audited the file, along with the corresponding dates, ensuring compliance and transparency.
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. Related Articles
What's New 6.2.4
Prepared by, Reviewed by, and Audited by Sign offs We've introduced a comprehensive feature on the Job, allowing users to effortlessly track individuals responsible for preparing, reviewing, and auditing audit files. Keep tracks on completion dates ...
Release 4.0
Release 4.0 The deadline period is complete and we have transitioned into the new Financial Year, the long awaited 4.0 Release is now complete! The below enhancements are a direct result of client feedback, please keep them coming. These notes are ...
November/December 2017 Release Notes
What's New Welcoming myob AO and SuperMate to the Cloudoffis Family Cloudoffis is now fully integrated with myob AO & SuperMate allowing you to easily connect with your client's funds within this software.As these are desktop versions the process is ...
Managing Audit Letters & Reports shared by the Auditor
Introduction Audit Letters and Reports shared by auditors can be accessed in your DMS folder for generation and processing. This guide outlines how to manage and process audit letters and reports, including generating, sharing, and managing Pre-Audit ...
How to use Custom Folder for Permanent Documents
Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...