External Accountants/Administrators
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 ...
How to find out Business Name and Business Code?
Steps to find out Business Name and Business Code. For BGL 360 A) Business Name: 1. Go to App switcher > Users 2. The name shown beside ? the Home icon at the top left corner is the Business Name. eg. "Cloudoffis" B) Business Code: The code shown ...
Attaching Documents after Job has Commenced
Attaching Documents after Job has Commenced To send additional documents to audit, after a job has already been created and sent to the auditor please follow the steps below: 1. Navigate to Audit > Audit Jobs. 2. Select the Assigned Audit Job ...
Viewing Completed Fund Queries and Documents for Accountants
Viewing Completed Fund Queries and Documents for Accountants The article below demonstrates how Accountants and Administrators can view queries and documents for completed audit jobs. When an auditor completes their audit and updates the fund status ...
Introduction to Cloudoffis for Connected Accountants
Introduction to Cloudoffis for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor. The article below will guide Connected Accountants to create their CloudOffis portal, import ...
Deleting Documents for Accountants
Deleting Documents Accountants and Administrators using a connected portal cannot delete documents that have been uploaded for audit from their connected audit portal. Please contact your auditor and request they remove the erroneous document.
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 ...
Audit portal for connected accountants
Overview This video briefly covers the functionality available for accountants that have a portal connection with their auditor. This portal connection allows an accountant to import client data, upload jobs to their auditor, track the progress of ...
Generating Shared Templates
Generating Shared Templates The below video demonstrates how an external firm can generate letters from templates the auditor has shared. If you are an auditor and require assistance in creating your templates please click here for our video guide.
External Query Module - Dashboard Edition
External Query Module - Dashboard Edition The below video captures the additional tools created to help auditors and their connected administrators manage External Queries. This module was created and released with 4.0 but the recent 4.2 release ...
Customising Dashboard for External Parties
Dashboard Customisation Release 4.0 included a new dashboard overview and with it came options, preferences and a new way of navigating Cloudoffis. The below instructions apply to external administration firms who do not process audits but instead ...
External Query Module
External Query Module When an external connection is made and an audit is assigned by the external party the external query module becomes active instantly. For more information on how to connect please refer here External queries can be raised from; ...