Troubleshooting Process for MS Office Plugin
Introduction This article provides a step-by-step guide to troubleshooting issues with the Microsoft Office plugin installer for Cloudoffis. Here's a summary of the troubleshooting steps: Process Outline Uninstall the MS Cloudoffis Plugin. Restart ...
Audit Job Created for the Wrong Year
Introduction Once an Audit Job has been created, it's important to note that the Financial Year and Job Type cannot be changed. If, for any reason, an audit job has been created for the wrong financial year, the best course of action is to create a ...
How To Reimport Lead Schedule
Introduction After importing the lead schedule, if there's any information that was added after the process of import, in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to ...
Manual Fund Upload- The New Way
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...
Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, Other Checklist, and Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the checklists ...