Admin
Formatting Templates in MS Office
Introduction If you're encountering uneven formatting problems with your report templates in the MS Plugin, it could be due to hidden formatting carried over from other sources. Follow these steps to resolve the issue: Step 1:- Search for Notepad in ...
Materiality
Introduction Materiality refers to the nature of a transaction or an amount and includes many financial and non-financial transactions that, independent of the amount, may help the users with the decisions/with an overview of the materiality. ...
Xero Configuration
Introduction Xero integration will allow the auditors to add contacts, and generate and update invoices directly from the Auditomation portal. By simply clicking on Post To Xero, all the invoice details will be pushed into the user's Xero account, ...
MS Office Plugin
Introduction MS Plugin will allow Cloudoffis to integrate seamlessly with MS Office. It will allow you to create, edit and save documents using MS Office tools (Word, Excel) directly. It will provide you with a hassle-free document management ...
MFA
Introduction MFA(Multi-Factor Authentication)is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multifactor ...
Report Templates
Introduction Report templates are used to create templates for pre and post-audit reports. Creating a report template is a one-time process and the same report templates can be used as many times as required. These Report Templates can be deleted, ...
Checklist Templates
Introduction A checklist template consists of a list of things that you must do or have. It is a type of job aid used in repetitive tasks to reduce failure by compensating for potential limits of human memory and attention. There are three existing ...
Label
Introduction Utilize labels for efficient job indexing, filtering, and organization. This feature enhances your experience, providing a seamless way to manage and categorize your audit jobs. The label is functionality with which you can label a job ...
Connect
Introduction Connect Module is the place from where you can connect with Accountants and get going. Following are the actions that can be performed from Connect Module. How to Connect to an Accountant To connect with an external auditor or an ...
Risk Matrix
Introduction A Risk Matrix is used during risk assessment to define the level of risk by considering the category or probability against the category of consequence severity. This is a simple mechanism to increase the visibility of risks and assist ...
Staff
Introduction The first step after you get your Auditomation account ready is to add your staff and assign them their roles and give permissions. There’ll be only one staff member initially which is Company Admin and the others can be then added using ...