Manage Portal
Manage Notifications in Auditomation
Manage Notification is a new feature added to customize notification settings. With this feature, you can select for which activity you would like to receive an E-mail or Portal notification. You can also receive both Email and Portal notifications ...
Post Migration Update in Auditomation
Introduction With the relocation of the accountants to the Sorted Basic, we have made a few changes to the existing Auditomation platform. Below are the Changes which were made post-migration. Removed Obsolete Features: A few attributes have been ...
Manage Queries in Auditomation
Manage Queries Page Access to Manage Queries page Manage Queries can be accessible from the below areas: 1) Audit > Manage Queries 2) Dashboard > Internal Queries/External Queries > View All One page to manage all open queries Below information will ...
Updating your Company Details in Cloudoffis- Auditomation
Change Request Form To update any of the details listed below, please fill out a Change Request Form 1. Company Name 2. ABN 3. Business name in the accounting software 4. Business code in the accounting software Fill out the attached Change Request ...
Suspend Staff in Auditomation
Suspend staff Login to Auditomation -> click on Admin menu -> click on Staff Click on suspend icon - infront of the staff name, to suspend that staff Note: If a job is already assigned to a staff, to be marked as suspended will get an error to ...
Auditomation Subscription Renewal
Renewal Process Please follow the bellow steps to renew the subscription: Login from the Company Admin's login credentials Click on profile (extreme right at the top) -> Click on Subscription Click on Renew button (Renew button is available from the ...
How to topup files in Auditomation?
1. From Dashboard -> go to Subscription 2. Enter the Topup files as per the need > Add to Cart > Subscribe
Creating Report Templates via MS plugin
To get through knowledge of how to use MS Word for creating and sharing Report Templates, refer below steps. Note:- You must have to complete MS Office Plugin process to process forward. To know more about MS Office Plugin, click here. How to Create ...
Notification Alerts - Documents Uploaded Email Notifications
Documents Uploaded Email Notification E-mail notifications will be sent when an Accountant or Administrator uploads supporting documents to an audit job and selects "Notify Auditor" during this process. The recipient of the email notification will ...
Roles & Permissions
Roles & Permissions The below instructions will assist you in editing Roles and Permissions for existing users in Cloudoffis. For assistance in creating new user accounts for your staff please click here. Permissions can be adjusted for each user ...
Filter Behaviour Based on User Role
Filter Behaviour Based on User Role Release 4.0 included a main dashboard and additional filter features, this guide and video focuses on these improvements and how to manage preferences. There are 4 types of roles available on Cloudoffis portals; ...
Changing Staff for Audit Roles
Changing Staff for Audit Roles The article below explains how to re-assign the staff assigned to an existing audit job. Step 1 - Open the Assigned Staff Menu. There are several ways to trigger the 'Assigned Staff Menu'. Option 1 - From My Audit Job ...
Multi Factor Authentication
Multi Factor Authentication Cloudoffis now has 3 types of Multi Factor Authentication providing additional security, enabling Multi Factor authentication is not mandatory and is an option at a user level. Scan QR - Authentication via QR Code SMS Text ...
Switching the Company Admin Role
How to Switch Users for The Company Admin Role There can be only one Company Admin User and this is a role with unrestricted access. The Company Admin Role is the only role where a user can be both an auditor and an administrator, and the changing ...
Report Templates and Placeholders
Placeholders A placeholder is used to insert data from client, personal or audit details and populate your reports automatically. Dependent on when you came on board with Cloudoffis you may find we have created placeholders that better suit your ...
Creating Users
The below instructions will assist you in adding staff members as users to your Cloudoffis portal. If you require assistance with Roles and Permissions please click here. Creating Users From the Admin menu select Staff Select Create New Staff (top ...
Cloning Checklist Templates
Why would you clone a Checklist Template You can change the Cloudoffis standard wording for a checklist item. You can Enter/Modify the Descriptions & Conclusions to your standard defaults You can add or remove Checklist items You can remove sub ...
Personalising Cloudoffis Videos
Reports Creating Report Templates, Cloning, Inserting header & footer and Signature Generating Reports