Using Comments and its features

Using Comments and its features

Introduction

With this release, you have the ability to add multiple comments to keep a track on the conversation and to keep the key observation for the financials intact.

How to Add multiple Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 


Step 2: From the Fund Dashboard, click on Process and select Assets.


Step 3: Click on the Comment icon alongside the line item.



Step 4: Now on the appearing text box, add your comment and click on Save.


Notes
Note: You can Add as many as 10 comments to a single line item.
Step 5: the comments will be saved and the number of comments added will be displayed on the comment icon.

How to Edit Existing Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 


Step 2: From the Fund Dashboard, click on Process and select Assets.


Step 3: Click on the Comment Icon alongside the Line item.



Step 4: Now click on the Edit icon alongside the added comment.



Step 5: Make changes and edit the comment. Once done, click on Save.


Step 6: The changes made will be saved as done.



Feel free to reach out to support@cloudoffis.com.au for any further queries or questions that may arise.

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