Verify Data with Class/BGL 360/SuperMate
This option facilitates users to compare the existing data in Cloudoffis Auditomation with the accounting software (Class/BGL360/SuperMate).
Important: The auditor needs to request the Accountant to provide them the access and under-mentioned credentials to the respective software.
1. For Class - Username and Password
2. For BGL 360 - Username and Password
3. For Supermate - User ID, Password and Site ID.
Note - This functionality does not update the data in Cloudoffis, it is only to make the Cloudoffis user aware of the changes done in the accounting software for that particular job.
Steps to Verify Data.
1. Click on "Verify Data with Class"
2. Enter the login credentials
4. Click on "Allow access"
5. Comparative data will be shown if there is any difference.
Related Articles
How to verify a business code in SMSF Sorted
Overview From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an ...
BGL Workpaper Integration
Introduction Release 4.7 included many enhancements to our groundbreaking "Industry 1st" integration with BGL Workpapers, the recent upgrade will further improve the Cloudoffis user experience for our auditors who have clients embracing the BGL ...
I can't reimport fund data from Class
Problem Fund data won't import from Class Solution Check fund period update has been run and the fund has not been suspended/deleted in Class.
BGL 360 Integration Process
BGL 360 Integration Update to be done from BGL 360 Integration page If Step 1 did not work then please follow the below: The steps below will also resolve an issue where the accountant tries to reimport a fund into their portal, but the fund is not ...
BGL Authority error when creating a job
Overview This article will cover the process to rectify the problem where users experience an error message when creating a job in Auditomation. The message received is "BGL returned an Authority Error" Step 1: Try importing the Client from Manage ...