What's New 6.2.4
Prepared by, Reviewed by, and Audited by Sign offs
We've introduced a comprehensive feature on the Job, allowing users to effortlessly track individuals responsible for preparing, reviewing, and auditing audit files. Keep tracks on completion dates with ease, streamlining your process for sharing audit files with the ATO. Click here to know more.
Review Point Management
Users can attach documents while addressing review points, additionally while addressing Review Point with No Action Required will have an option to provide comments. Enhance collaboration and clarity in your review process.
Email and Notification Integration
Specifically tailored for jobs received from Sorted Lite, our latest update ensures seamless communication with email and notification functionalities. Receive and send notifications about the actions performed through Sorted Lite.
Expanded Manual Upload Support
We've broadened our support for manual uploads, now accommodating trial balances downloaded from Class, BGL 360, and Supermate in PDF format. Enjoy increased flexibility and convenience when uploading data from your preferred platforms.
Draft Queries in Plan and Process
Keep your workflow organized with draft queries now visible in both Plan and Process buckets. Easily track and manage queries at every stage, enhancing efficiency and clarity in your project management process.
Related Articles
SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...What's New in v5.5?
Pre-defined Report Content in Post-Audit Reports:- Predefined report content is a newly added feature in report templates. It can be added to any post-audit report template with the help of placeholders. To know more, click here. Roll Forward Doc to ...End of Financial Year 2021 Update
Release Overview - End of Financial Year update (2021) The following updates have been released to SMSF Auditomation to ensure compliance with new rates, rules and regulations that come into effect on 1 July 2021 Checklist updated for 2021 Audit ...November/December 2017 Release Notes
What's New Welcoming myob AO and SuperMate to the Cloudoffis Family Cloudoffis is now fully integrated with myob AO & SuperMate allowing you to easily connect with your client's funds within this software.As these are desktop versions the process is ...Materiality Details in Audit Workpaper File, Time Stamps and Added External Query Columns
Introduction We’ve rolled out a few exciting updates to make your audit process even more streamlined, insightful, and responsive. Here’s what’s new: Detailed Materiality Assessment Now in the Audit Workpaper File Previously, your audit file only ...