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
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
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
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
With this release, we have enabled the ability to share post-audit documents (Audit Reports, Management letters, etc) with your connected accounting firms
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.
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, ...
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 ...
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 ...
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 ...
Introduction Legacy Templates are the former version of Report Templates in the Auditomation Portal. They are used to create Pre-Audit and Post-Audit Report Templates. The system generates several predefined report templates, including Pre-Audit and ...