Manage Funds
How to Reimport Fund Details
Introduction If any fund details have been updated or modified in the accounting software, you can easily sync those changes with Auditomation. The Reimport Fund Details feature allows you to quickly refresh and update the fund information in your ...
We Support Trial Balance Formats Across Different Accounting Software
Introduction Cloudoffis supports multiple trial balance formats for all job types, including manual jobs, based on your accounting software, ensuring accurate data import and processing. Note- Accountants are required to generate and download the ...
How to Upload Fund 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 to Create and Process a Job
Introduction This article explains how to create and process audit jobs in the Audit Console. Audit jobs can be created either internally through Manage Funds or externally from jobs submitted by accountants. Follow the steps below to set up and ...
How to Reauthorise Fund
Introduction This guide explains how to reauthorise 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 360, or ...
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Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs.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 your clients use SuperMate as their accounting software, you can import their fund details directly into the platform. This integration eliminates the need for manual data entry by securely connecting to your SuperMate account and ...
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 If your clients are managed in BGL Simple Fund 360, you can import them directly into the Cloudoffis portal without having to manually create client records. This guide explains how to directly import the BGL 360 new funds into your ...
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 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. ...