The following observations have been added to analyse the fund further for additional time saving benefits.
Pension above 1.6m
Lump Sum Payment
Retirement Condition
Rental Income < 4% of Property Value
Placeholders for Reports
To enable further options for formalising your report templates, existing placeholders have been upgraded and new placeholders introduced. These include;
Date in Words
Year End date in words (with or without comma between month and year)
Physical address now on 2 lines
Name of Signatory (all) with new line (this now populates Directors for corporate and Trustees for individual funds)
FY populates with financial year of audit job
Preparing for 2018 Audits
2018 Checklists have now released and the new default year end has been rolled to 2018 for audit Jobs.
The below video demonstrates how to make the required changes to your portal to transition into 2018, this focuses on;
Setting Checklist Template default
Brief instructions to create a clone of the 2018 Checklist Template
How to add a signature image to a report
Instructions on how to update your report templates with the newly created placeholders
The above mentioned placeholder upgrades and additions will remove the requirement to prepare your reports for each financial as this will occur automatically.
Further enhancements have been added and these will be included in upcoming demonstrations and tutorials.
End of the Year Updates for FY 2023 Following are the end of the year updates for Auditomation for FY 2023. Checklist Template Updates for FY 2023 Below are the changes in the checklists in FY 2023: Observations For FY 2023 A few updates have been ...
Introduction Placeholders in Cloudoffis are dynamic tools that automatically populate your reports with relevant data, like client details or audit specifics, straight from your accounting software. These placeholders, such as ${DATE} for today's ...
End of the year (EOFY) updates FY update on create job screen FY will be available as below while creating job: FY 2022 will be listed in the Year End list. FY 2022 will be the default selection for FY if the job type is selected as Year End. FY 2023 ...
Release Overview - End of Financial Year update (2021) The following updates have been released to SMSF Auditomation to ensure compliance with new rates, rules and regulations that come into effect on 1 July 2021 Checklist updated for 2021 Audit ...
Introduction Report templates are used to create templates for pre and post-audit reports. Creating a report template is a one-time process and the same report templates can be used as many times as required. These Report Templates can be deleted, ...