Release 3.2

Release 3.2

Release 3.2 

This release includes significant enhancements to the below and is a direct result of client feedback, Please keep them coming!


  • NEW PDF VIEWER!!
  • Addition of ASIC Searches
  • Addition of Title Searches
  • New Date Picker and options
  • New Subscription Module

NEW PDF Viewer

We have redeveloped our PDF Viewer to include NEW! features and additional functionalities as suggested by our clients, these include;
  • Additional options for navigating to correct results. Thumbnail View and view all pages inclusive of searched text.
  • Additional Zoom options with one click fit to page options (Zoom and display settings no longer affect the placement or the ability to see the tag or comment)
  • Multiple additions to panes with option to expand or collapse
  • NEW! the ability to highlight text with the option to alter colours
  • Improved Comment function with the newly added ability to edit, delete, customise and expand/collapse
  • NEW! Pre existing PDF bookmarks that existed prior to Cloudoffis upload will now display with hyperlinks to each.
  • NEW! Search options. Whole word only, Case sensitive and Wilcard search.
There is a summary PDF Attached below and a comprehensive support document and video are currently being produced.

Addition of ASIC Searches

There is now an option to instantly order and attach ASIC Extracts from within Cloudoffis directly to your audit. This is available from the Member Entitlements page within the process and s.17A within the SIS Checklist.

Once selected from either area you will receive a pop up with clear instructions and pricing displayed, the moment the order is placed the document appears as an attachment. All ordered documents and pricing is tracked within your subscription page/Documents Billing.

Select Order ASIC Extract

slect-order-asic-extract

Pop Up Screen to Place Order

place-order-for-asic-extract

Subscription/Documents Billing view. Orders will be settled monthly or weekly dependent on quantity.


view-bill

NEW Date Picker and options

We have introduced a new Date Picker, once selected you will have the option to scroll through years quickly, select month and then day.
 select-date

Scroll to Year and select Month

select-month

Select Day - Will default to current date

select date


OR

Enter Date Manually

This is a huge improvement for our clients creating funds from non cloud based software's.

Dates can now be manually entered using the format DD/MM/YYYY


NEW Subscription Module

We have created and partially released our Subscription Module, this will allow clients to top up their files and renew to a new term instantly online. Expect to see more regarding this very soon!


Subscription View

subscription-view

Cart View

cart-view

Each of these new features and enhancements will have a dedicated support page covering the steps comprehensively with a helpful video in the coming days.

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

    • Release 4.12

      Release 4.12 Release 4.12 is packed with user interface enhancements, speed of navigation improvements, and updates to some of our observations. Enhancements Review Checklist split into 3 sections (SIS Checklist, Other Checklist & Audit Program ...

    • Enhanced Document Management System and Internal Comment

      Introduction We’re excited to introduce two key updates: Enhancements to the DMS with introduction of Organise Documents module, making document management more efficient with new file icons, better tagging, and bookmarking. The Internal Comments ...

    • 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 ...

    • 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 ...

    • Auditomation's EOFY Updates & Enhanced Import Functionality

      Introduction We're excited to introduce the latest updates in Auditomation, your go-to auditing software, designed to enhance your efficiency and streamline your workflow. Here are the new features and improvements: Enhanced Import - Reimport ...