Auditomation's EOFY Updates & Enhanced Import Functionality

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

Financials will be imported first and displayed on the dashboard promptly, the rest of the imports will be taken to the backend and will be processed there. Users no longer need to wait during imports to view financials; information not yet imported will display a skeleton view. Other imports are scheduled sequentially, ensuring everything is ready when needed. System performance will significantly improve with these optimisations. Backend processes have been split for smoother execution and resource management. Click here to know more.
You can now also Import Fund Details from the accounting software. Click here to know more.

BGL Workpaper Documents

We have automated the conversion of BGL Workpapers documents into Cloudoffis-supported formats, eliminating the need for manual conversion and significantly reducing the effort and time required. This enhancement ensures that all documents are now automatically converted, allowing for seamless bookmarking and search functionality. Users will experience enhanced efficiency and a more streamlined workflow, particularly when managing large volumes of documents.

Billing Module

Billing Module is now available in Auditomation's new UI, you can now configure flat fees and job complexity-based fees (Simple, Moderate, Complex) with enhanced usability. Enter amounts and invoice descriptions easily, and integrate these settings into your invoice generation processes seamlessly.
It is further divided into three modules, click to know more:

Practice Analytics

Practice Analytics in SMSF Auditomation's New UI module provides enhanced insights into practice performance through My Practice Analytics and Firm Analytics. Access detailed reports on job analysis, query turnaround times, revenue, and staff performance, with customisable views for connected and not connected firms, ensuring informed decision-making and improved efficiency.
It is divided into two modules, click to know more:

EOFY

To know about updated checklist updates, click here.

Other Enhancements

  1. User Experience improvement
  2. Fast loading of modules
  3. Fewer Bugs in day-to-day processing





    • 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 ...

    • Auditomation EOFY Updates - FY 2023

      End of the Year Updates for FY 2023 Following are the end of the year updates for Auditomation for FY 2023. Checklist Template Updates for FY 2023 Below are the changes in the checklists in FY 2023: Observations For FY 2023 A few updates have been ...

    • EOFY Updates - FY24

      End of the Year Updates for FY 2024 Following are the end of the year updates for Auditomation for FY 2024. Checklist Template: We have reworded and updated the terminology in the Checklist Template. Please note, there are no changes to the rules or ...

    • How To Import Funds From SuperMate

      Introduction If there’s no other accounting software that you or your client uses, you can also upload the details manually. Here’s how you can upload your client details Manually. Step 1:- Login to the platform using your credentials. Step 2:- Click ...

    • How To Import Funds From Class

      Introduction If you are using Class as your accounting software and you want to import any of the funds that you want to work on from there, you can simply follow the steps given below import your funds from Class in a few clicks. Step 1:- Login to ...