Release 4.9

Release 4.9

 Release 4.9

Release 4.9 focuses on timestamp capturing, audit trail logic & Transparency, this is in preparation for additional reporting tools being created in the future.

Enhancements

  1. Queries enhanced, the details captured during creation are now displayed
    1. Assignee
    2. SIS Reference (if selected)
    3. Workpaper Section
    4. Spacing logic improved (Separate lines are captured)
  2. Query resolved logic improved
    1. When the query is resolved by separate party original query creator details remain
    2. When resolved without entering details we now capture the details of the resolving user and a timestamp
    3. Resolve button added to internal queries on the main dashboard
    4. When converting internal query to external query the original details for the internal query are captured and not overridden
    5. Resolve time stamps now reflect resolved and not replied
  3. Completed Status remains unavailable until review completed status has been captured
  4. Externally connected portals (Non-SMSF Sorted) will now visibly see when the status of an item is "waiting for response"
  5. Timestamps added when marking checklists as complete
  6. Detailed Audit Job Report added and now available, similar to our original Audit Job Reports but now all status timestamps are captured

Many bug and logic fixes including;

  1. Subchecklist description and conclusion fields now populate on the Final Audit Summary PDF
  2. Queries and review points now remain, even if the item the query was raised from is deleted after re-import
  3. The selected wind-up date is now displayed on the fund dashboard and process page, this will help with Members Statement upload (BGL 360)
  4. Multiple bug fixes for portals connected with an SMSF Sorted Portal

Query Enhancement

Query Details (Internal & External)

When creating a query we provide reference points, these reference points will now be captured and displayed.

Creation of query view



Audit Portal View



External Party View


Query Logic and Tracking

Release 4.9 included bug fixes and enhancement to ensure all data is captured throughout the query journey.

The below scenario captures an internal query being converted to an external query, the response being received and resolution (without commenting). The timestamp logic now indicates which user performed each role. The 1st image captures the original internal query and the 2nd is the external query created after conversion.

1st image



2nd image



Completed Status Logic Change

Completed status now incorporates similar logic as the finalise status. Now all 3 statuses are unavailable for selection until the audit has been marked as review completed. This was released to ensure an audit cannot be accidentally completed without the auditors knowledge.

Prior to review completed status being selected by the auditor, finalise fields and completed are greyed and unavailable


Once the review completed status is selected, the completed status becomes available for selection. 



Waiting for response now visible to external parties

Prior to this release when an auditor selected the waiting for response status the external party could not differentiate as the stage remained audit in progress . The audit in progress stage represents 5 statuses, one of which is waiting for response. Now when an auditor updates the status to waiting for response, the external portal will display the same icon but in yellow .

For a matrix demonstrating which status represents each stage please refer here

Main dashboard example;


Assigned audit job queue example


Checklist timestamp addition

Time added to the last updated by field datestamp. All Cloudoffis timestamps are 24 hr format AEDT.



Detailed audit job report

Based on requests for additional data for reporting we have added a new detailed report that can be exported to excel. The detailed report captures every status change date and time as well as the date the paid file was deducted (job was processed)



Note: A comprehensive guide for this new report is under construction


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