Manage Funds
How to Reauthorise and Reimport Fund
Introduction This guide explains how to reauthorise and reimport fund in Auditomation when there are any changes in your accounting software or fund access. It can be due to email updates, loss of access, or updated fund information in Class, BGL ...
Creating and Processing a Manual Job
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Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs.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 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. How To Import Funds From SuperMate Step 1:- Login to the platform ...
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. How To Import Funds ...
How to Import Funds From BGL 360
Introduction To import a totally new client from BGL 360, follow the given process How to Import Funds From BGL 360 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:- ...
How to View & Edit Funds
Introduction To view, change or update any of your client's detail, follow the steps given below. How to View & Edit Funds Step 1:- Login to the platform using your credentials. Step 2:- Click on Audit from the left-hand side quick menu. Step 3:- ...
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. Here are the steps to ...
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). How to Delete a Fund To delete a client, follow the given process. Step 1:- Click on Audit ...
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. ...