Audit Job Creation
BGL Workpaper - Failed to Download Error
BGL Workpaper - Failed to Download Error The article below will assist you in resolving errors you may have received while importing BGL Workpapers. For guidance on working with BGL Workpapers please click here. An error in downloading BGL ...
Audit Job Created for the Wrong Year
Once an Audit Job has been created, the Financial Year and Job Type cannot be changed. In situations where an audit job has been created for the wrong financial year it will be necessary to create a new job for the correct financial year. The ...
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 ...
Zero Taxation Balance Update
Zero Taxation Balance Update Release 4.3 included an update to our customised checklist logic, it was discovered that when there are zero taxation balances the checklists may still be required. Due to this we have introduced logic that will provide ...
Errors related to access in the accounting software
Errors related to access in the accounting software On occasions you may receive API authority errors when trying to import the lead schedule (Process Audit Job), the below errors are the most common and are due to the API authority token provided by ...
Manual Upload Process
Manual Upload Process If you perform audits that are prepared on software that Cloudoffis is not partnered with, there is a manual process to create audit jobs so you can keep all of your audits on one platform. To do this you will require our Trial ...
Creating an Audit Job for SuperMate "Internally"
Creating an Audit Job for SuperMate "Internally" For instructions to create a client for SuperMate please review these instructions. Select Manage Clients Select from the Audit Menu. Select Create Audit Job Click the blue Create Audit Job button to ...
Creating an Audit Job for Manual Upload
Creating an Audit Job for Manual Upload For instructions to create a client for Manual Upload please review these instructions Create Audit Job From Audit Menu > Select Manage Clients Click the blue Create Audit Job button to the right of the fund ...
Available Buckets for Mapping
Why do I have to Manually Map to some buckets? Dependent on how the financials have been allocated in the partnering software (Class, BGL etc) there may be times when you will be prompted to manually map line items. If you are using our manual audit ...
Creating Audit Job for BGL 360 Fund "Internally"
Creating Audit Job for BGL 360 Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through ...
Create Audit Job for Class Fund "Internally"
Create Audit Job for Class Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through pages. ...