Troubleshooting Failed Imports & Re-imports

Troubleshooting Failed Imports & Re-imports

Import and Reimport Functionality Errors

1. Unable to Fetch Fund Data (Fund Level)

Cause: API failed to retrieve fund details.
Solution: Follow the import process once again.

2. Fund Access Failed (Fund and Job Level)

Cause: Access changed/removed from accounting software.
Solution: Check if your funds still exist in accounting software. If yes, check if you still have access for it.

3. Token Expiry (Fund and Job Level)

Cause: Token expired.
Solution:  Reauthorise and follow the import process once again.

4. Import/Reimport Failure at Job Level

Cause: System fails to import/re-import fund details.
Solution: Follow the import process once again.

5. Fund Reauthorization Failed

Cause: Authorization failure with the accounting software.
Solution: Reauthorise and follow the import process once again.

6. Complete Import/Reimport Failure

Cause: The import/reimport process terminates if the trial balance report is unmet.
Solution: Check your Trial Balance and follow the import process once again.

Cause: Observation-related reports or data are missing.
Solution: No data available for Observations, recheck imported data and reimport again.

8. Missing Reports in the Financial Reports List

Cause: Reports are missing in the financial reports section.
Solution: Check imported financial reports data and try reimporting once again.


    • Related Articles

    • Errors and Troubleshooting

      Introduction Certainly, here's a condensed knowledge base article that summarizes the common errors and troubleshooting steps for Cloudoffis-related issues: In the course of using Cloudoffis for auditing purposes, you might encounter various errors. ...

    • Re-assigning Client Contact - SMSF Sorted Basic

      Introduction You can easily re-assign the client contact yourself by following these simple steps: How to Re-assign Client Contact Step 1: Click on Clients > Manage Jobs. Step 2: Now click on Submitted to Auditor(s) tab. Step 3: Click on the 3-dot ...

    • 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 ...

    • Re-creating Supermate Client.

      Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs. An API Authority Token is required to import audit data, which is obtained by integrating your SuperMate ...

    • How to Re-assign Staff

      Introduction If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment. How to Reassign Staff Step 1: Go to the Fund Dashboard for the fund where you want to reassign ...