Manage Funds
How to Reauthorise and Reimport Fund
How to Reauthorise You need to Reauthorise fund for multiple reasons, a few of them are, if the Email ID has been changed or deleted, or if you no longer have the fund access. Step 1: Click on Audit > Manage Funds. Step 2: Now click on the three dot ...
Manual Fund Upload- The New Way
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...
Re-creating Supermate Client.
Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs. An API Authority Token is required to import audit data, which is obtained by integrating your SuperMate ...
How To Reimport Lead Schedule
Introduction After importing the lead schedule, if there's any information that was added after the import process in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to ...
How To Import Funds From SuperMate
Introduction If there’s no other accounting software that you or your client uses, you can also upload the details manually. Here’s how you can upload your client details Manually. Step 1:- Login to the platform using your credentials. Step 2:- Click ...
How To Import Funds From Class
Introduction If you are using Class as your accounting software and you want to import any of the funds that you want to work on from there, you can simply follow the steps given below import your funds from Class in a few clicks. Step 1:- Login to ...
How to Import Funds From BGL 360
Introduction To import a totally new client from BGL 360, follow the given process:- Step 1:- Once you have logged in to the portal using your credentials, click on Audit from the left-hand side quick menu. Step 2:- From there, click on Manage ...
How To Create A Job
Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below . Creating Audit Job for Imported Funds Step 1:- Login to the platform using your ...
How To View & Edit Funds
Introduction To view, change or update any of your client's detail, follow the steps given below. Step 1:- Login to the platform using your credentials. Step 2:- Click on Audit from the left-hand side quick menu. Step 3:- From there, click on Manage ...
How To Upload Client Manually
Introduction If you perform audits using software not partnered with Cloudoffis, you can still bring your audits onto our platform through a manual process. This involves creating audit jobs using our Trial Balance template and a blank General Ledger ...
How to Delete A Fund
Introduction You can not delete a client for which a job already exists in any of the job lists (Audit Job Queue, My Audit Job, Completed Jobs, Deleted Jobs). To delete a client, follow the given process. Step 1:- Click on Audit > Manage Funds and ...
Manage Funds
Introduction All the funds will be listed here. You can create a job, view, update, and delete the fund from this page. You can also import a new fund from other accounting software that you're using or you can add a new fund manually to the portal. ...