Release 5.0

Release 5.0

Release 5.0

Release 5.0 delivers new integration with Microsoft Office via a direct plugin, some much anticipated improved editing options for Audit Templates via MS Word and enhanced integration with our SMSF Sorted product.

Microsoft Office integration

  1. We are very pleased to release a new plugin with MS Office which will allow documents to be edited and saved in Microsoft Word without the need to upload a new version of the document

Report Template editing

  1. The Microsoft Office integration also allows a long-awaited improvement to our Report Templates editing. Moving forward this will be done using MS Word rather than our previous HTML editor. This will mean greater flexibility when creating templates, and the ability to copy directly from an existing Word document letter to produce truer representations of company letterheads, etc

SMSF Sorted integration

  1. We have made updates to our SMSF Sorted product which will now allow Report Templates to be shared to users of that product. This opens the way for some further improvements in this area in upcoming releases.

Sharing Post-audit reports with connected accountants

  1. With this release, we have enabled the ability to share post-audit documents (Audit Reports, Management letters, etc) with your connected accounting firms


    • Related Articles

    • MS Office Plugin

      Introduction MS Plugin will allow Cloudoffis to integrate seamlessly with MS Office. It will allow you to create, edit and save documents using MS Office tools (Word, Excel) directly. It will provide you with a hassle-free document management ...

    • Report Templates

      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, ...

    • Troubleshooting Process for MS Office Plugin

      Introduction This article provides a step-by-step guide to troubleshooting issues with the Microsoft Office plugin installer for Cloudoffis. Here's a summary of the troubleshooting steps: Process Outline Uninstall the MS Cloudoffis Plugin. Restart ...

    • Release 5.1.1

      Release 5.1.1 In this Auditomation release, we have made a couple of important updates to report Templates, with the reintroduction of editing options for the Legacy Templates. Legacy Templates For various reasons, some customers have been unable to ...

    • Audit Letters and Reports

      Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates: Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates: ...