Release 5.1.6
Edit in MS Office option
Now
the Plan and Process area will have the Edit in MS-Office option to
view the downloaded file and save the changes made to Cloudoffis.
Under Search Documents:
Tagged excel file in Supporting Documents:
Managed Funds Source Price for FY 2022
Now source price for Managed Funds in Market Value observation will be available with IRESS closing Price.
Logo Update
Logo of BGL Desktop updated to Manual Upload logo.
Notes:
- The process to upload remains the same.
- All the existing jobs with BGL desktop logo will have the Manual Upload Logo.
Storage Information
Now storage information will be provided in the below 2 pages:
1) Subscription page
2) DMS
Subscription Page:
DMS:
DMS Updates
DMS will now list the document folders of all the jobs listed in the My Audit Job, clicking on which it will take to that particular job's document section.
Accounting Software order in Import Client
The order of the accounting software has been updated as below:
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.