What's New
Enhanced Document Management System and Internal Comment
Introduction We’re excited to introduce two key updates: Enhancements to the DMS with introduction of Organise Documents module, making document management more efficient with new file icons, better tagging, and bookmarking. The Internal Comments ...
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 ...
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 ...
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 ...
Using Predefined Report Content in Report Templates
Introduction Predefined report content is a new feature that allows you to add standard content to report templates using placeholders. This feature simplifies the process of adding common content to reports, making your workflow more efficient. ...
Prior Year Summary
Introduction A feature introduced to enhance your SMSF management experience by providing a summarized overview of the previous year's reports, queries, financials, and more. This feature eliminates the need to navigate through each individual job ...
Notification Alerts - Documents Uploaded Email Notifications
Introduction Cloudoffis Auditomation sends email notifications when supporting documents are uploaded to an audit job and the Notify Auditor option is selected during the upload process. The recipient of the email notification is determined based on ...
Adding documents from the unsorted folder to the backup audit file.
Introduction When you're generating an audit file in SMSF Auditomation, documents that are in the Unsorted folder are not automatically included. This is a deliberate design choice to ensure that only documents bookmarked to appropriate audit items ...
How to Clear Cache?
Introduction From time to time, data will be cached in your browser, and you will need to force a refresh. The diagram below outlines the shortcuts to Clear Cache on both Mac OS and Windows platforms. If the short cut doesn't work you can refer to ...
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 ...
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 ...
ASQM1 updates in Audit Reports
From 15th December 2022, all firms and practitioners providing any level of audit and assurance services will need to comply with the new Auditing Standard ASQM 1 issued by AUASB. Due to the above update, we have updated the Audit Reports issued by ...
Release 5.2
1) Update in Job Stage and Statuses Below will be new in the job stage and status: On Hold : Introducing a new stage and status. This is in purpose to use to keep any job on hold and can be used in managing workflow. The accountant will also be able ...
Release 5.1.6
Edit in MS Office option Now the Plan and Process area will have the Edit in MS-Office option to view the downloaded file and save the changes made to Cloudoffis. Under Search Documents: Tagged excel file in Supporting Documents: Managed Funds Source ...
Release 5.1.5
Increased Labels Now users can create labels upto 25, earlier the limit was 10. SIS Checklist - Check All Completed Now, the SIS checklist will have Check all completed options as available in other checklists. Global Search Will now have the option ...
Auditomation - EOFY Release for FY 2022
End of the year (EOFY) updates FY update on create job screen FY will be available as below while creating job: FY 2022 will be listed in the Year End list. FY 2022 will be the default selection for FY if the job type is selected as Year End. FY ...
Release 5.1.1
Release 5.1.1 In this Auditomation release, we have made a couple of important updates to report Templates, with the reintroduction of editing options for the Legacy Templates. Legacy Templates For various reasons, some customers have been unable to ...
Release 5.0
Release 5.0 Release 5.0 delivers new integration with Microsoft Office via a direct plugin, some much anticipated improved editing options for Audit Templates via MS Word and enhanced integration with our SMSF Sorted product. Microsoft Office ...
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 ...
Release 4.13
Release 4.13 Release 4.13 includes some of the most exciting enhancements to date, our developers have been busy creating the additional tools to enhance large workflows as well as add further efficiencies for all users. The Label function, in ...
Release 4.12
Release 4.12 Release 4.12 is packed with user interface enhancements, speed of navigation improvements, and updates to some of our observations. Enhancements Review Checklist split into 3 sections (SIS Checklist, Other Checklist & Audit Program ...
Release 4.11
Release 4.11 Release 4.11 includes 2 more API updates for BGL 360 observations and reports, it also includes our 1st additional module offer. Our new worksheet module offers additional functionality for spreadsheets as well as accepting additional ...
Release 4.10
Release 4.10 The first release of the year includes contravention reporting and additional reports under financial reports which would save time for auditors using Auditomation. Enhancements Contravention reporting enhanced Audit Job Report enhanced ...
Release 4.9
Release 4.9 Release 4.9 focuses on timestamp capturing, audit trail logic & Transparency, this is in preparation for additional reporting tools being created in the future. Enhancements Queries enhanced, the details captured during creation are now ...
Release 4.8
Release 4.8 Release 4.8 includes many interface updates and tools to make navigating queues faster. Addition of Business Name and Business Code fields (Stage 1). Existing Business Name field changed to Firm Name. Firm Name filter added to Completed ...
Release 4.5
What's New in Release 4.5 We do try to keep updates to a minimum during the period leading to audit deadline dates to ensure a stable environment with no changes that will require adaptation. Release 4.5 includes many cosmetic updates as well as bug ...
Release 4.4
RELEASE 4.4 Release 4.4 includes some significant improvements for SuperMate users as per below, it also includes phase 1 of integrating our Knowledge Base (help Guides) with our portals. All Users Link to Knowledge Base (help guide) now available ...
Release 4.3
Release 4.3 Thank you for all of your invaluable feedback & suggestions. Some of these have taken time to build but it is very exciting to see them available. We still have many suggestions and ideas under review and many more scheduled for release ...
Release 4.2
Release 4.2 Release 4.2 has some significant enhancements as well as fixes, these enhancements are a culmination of feedback and innovation and will add further efficiencies. Enhancements BGL 360 Contribution Breakdown API This additional API removes ...
Release 4.0
Release 4.0 The deadline period is complete and we have transitioned into the new Financial Year, the long awaited 4.0 Release is now complete! The below enhancements are a direct result of client feedback, please keep them coming. These notes are ...
Release 3.3
Release 3.3 A new month a new release, 2019 has already seen some tremendous enhancements and here are some more! The below enhancements are a direct result of client feedback (with a little help from the ATO), please keep them coming. Multi Factor ...
Release 3.2
Release 3.2 This release includes significant enhancements to the below and is a direct result of client feedback, Please keep them coming! NEW PDF VIEWER!! Addition of ASIC Searches Addition of Title Searches New Date Picker and options New ...
Release 3.1.1
Release 3.1.1 12th December 2018 The team have been working hard and there have been many bug fixes released for 3.1.1 as per below. The most significant release is 3 new API's activated for BGL 360 funds. Newly Released API's; Statement of Financial ...
Release 3.04
Release 3.04 Notes & Demonstrations New Observations The following observations have been added to analyse the fund further for additional time saving benefits. Pension above 1.6m Lump Sum Payment Retirement Condition Rental Income < 4% of Property ...
Release 3.0
Dashboard Overview Highlighting the additional functionality of the new dashboard and a brief description of the new functions Already Released Improvements · Re-import feature with override or delete existing data options. ...
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 ...