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SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...
BGL Workpaper Integration
BGL Workpaper Integration Release 4.7 included many enhancements to our groundbreaking "Industry 1st" integration with BGL Workpapers, the recent upgrade will further improve the Cloudoffis user experience for our auditors who have clients embracing ...
Dashboard Overview
Introduction The dashboard is the landing page and it displays a glimpse of the data from the various parts of the portal. All the icons and menu items available on the dashboard have been explained as under: On the left side of the portal Company ...
Report Templates and Placeholders
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 ...
How to Clear Cache and Cookies
Introduction When new features or enhancements are released, there’s a chance that you might encounter some unexpected behavior. To ensure everything runs smoothly, a simple solution is to clear your browser cache and cookies. This refreshes the ...