Receiving post audit reports from your Cloudoffis Auditor

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• Receiving post audit reports from your Cloudoffis Auditor

  Overview This article will outline where to find post-audit documents, such as the Audit Report and Management Letter, sent to you by your connected Audit firm. Documents shared by the Auditor Since the release of Cloudoffis Auditomation 5.0 and SMSF ...

• Post Migration Update in Auditomation

  Introduction With the relocation of the accountants to the Sorted Basic, we have made a few changes to the existing Auditomation platform. Below are the Changes which were made post-migration. Removed Obsolete Features: A few attributes have been ...

• Generating and sharing Post Audit Reports

  The templates have been structured into pre-audit and post-audit categories shown as under. Pre Audit Templates Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post Audit Templates Audit Report Management Letter Section ...

• Automatic Reports List Sent From SMSF Sorted to Audit Portal (Class)

  Automatic Reports Sent From SMSF Sorted to Audit Portal (Class) The below matrix lists all reports that are automatically imported and bookmarked to the relevant bucket or section in SMSF Sorted (when applicable to the fund), these are then ...

• Uploading Documents and Sending them to the Auditor

  Uploading Documents and Sending them to the Auditor Documents are transferred from the DMS on your Sorted portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen. Alternatively, Click "DMS" ...