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. 

  updated as 

Notes:

1. The process to upload remains the same. 
   
2. 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. Contact our Support team if you need any assistance.

• Related Articles

• 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 ...

• Auditomation - EOFY Release for FY 2022

  End of the year (EOFY) updates FY update on create job screen FY will be available as below while creating job: FY 2022 will be listed in the Year End list. FY 2022 will be the default selection for FY if the job type is selected as Year End. FY 2023 ...

• Plan

  Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists Each ...

• 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 ...

• Verify Data with Accounting Software(Class/BGL360/SuperMate)

  Introduction This feature enables users to compare data between Cloudoffis Auditomation and accounting software (Class, BGL360, SuperMate). Please note that auditors need to request access and specific credentials from the accountant for the ...