Other Articles
FAQs - Auditomation
Introduction Below are a few of the Frequently asked questioned by our Auditors that might help you to utilise SMSF Auditomation at its best potential. What to do if I have deleted a job that was submitted by the accountant? In this case, connect ...
How to reset forgotten password
Introduction If you have forgotten your password, follow the steps given below to reset your forgotten password. Resetting forgotten password Step 1: Visit Cloudoffis SMSF Auditomation login page. Step 2: Click on Forgot Password. Step 3: Enter your ...
Essential Steps After Updating the Business Code
Introduction To update the Business Code, the Change Request Form is required to be sent from the Current Business Admin's email address for the changes to take effect. Click here for Change Request Form. Once your business code has been updated, ...
BGL Workpaper Integration
BGL Workpaper Integration Release 4.7 included many enhancements to our groundbreaking "Industry 1st" integration with BGL Workpapers, the recent upgrade will further improve the Cloudoffis user experience for our auditors who have clients embracing ...
Predefined Comments
Predefined Comments You now have the ability to add the commonly used comments in the Checklist Template. Once added, you have an option to auto-populate these into the comments section for jobs created with the same template. If you have not created ...
Staff Role Definitions and Access
Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...
How to Clear Cache and Cookies
Introduction When new features or enhancements are released, there’s a chance that you might encounter some unexpected behavior. To ensure everything runs smoothly, a simple solution is to clear your browser cache and cookies. This refreshes the ...
SSO Authentication
SSO Authentication Process (Azure) Follow the steps given below to authenticate SSO in Azure. Step 1: Log in to the Azure portal. Open your web browser and navigate to https://portal.azure.com. Step 2: Go to Azure Active Directory service from the ...
How to check whether you have utilised the license for a Job?
Introduction To check whether a license for a created job has been utilised, you can follow the given steps: Step 1: Click on Audit Job Report. Step 2: Then, click on the Filter button. Step 3: The filters will appear at the top. Select the desired ...
Troubleshooting Process for MS Office Plugin
Introduction This article provides a step-by-step guide to troubleshooting issues with the Microsoft Office plugin installer for Cloudoffis. Here's a summary of the troubleshooting steps: Process Outline Uninstall the MS Cloudoffis Plugin. Restart ...
Errors and Troubleshooting
Introduction Certainly, here's a condensed knowledge base article that summarizes the common errors and troubleshooting steps for Cloudoffis-related issues: In the course of using Cloudoffis for auditing purposes, you might encounter various errors. ...
SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...
SMSF Auditomation Terminology List
Introduction Here are the terminologies used in our New UI of the SMSF Auditomation Portal. You can refer to the Description & Source of each terminology to understand its meaning and the source to know where it has been derived or extracted from. ...
Available Buckets for Mapping
Introduction Manual mapping to specific buckets might be necessary due to variations in how financial data is allocated within partnering software like Class, BGL, etc. Depending on the specific allocation in your software, you might be prompted to ...
Zero Taxation Balance Update
Introduction This article addresses a scenario where zero taxation balances might still make necessary the presence of related checklists. This logic ensures that the Taxation Balance Checklist will be provided to all funds, regardless of whether ...
Audit Job Created for the Wrong Year
Introduction Once an Audit Job has been created, it's important to note that the Financial Year and Job Type cannot be changed. If, for any reason, an audit job has been created for the wrong financial year, the best course of action is to create a ...
Read Only Mode
Introduction To provide you with more convenience and reduce the chances of errors, we've introduced a read-only mode in Cloudoffis. This functionality can be only availed if the job has been marked as Completed. This mode offers several benefits, ...
Notification Center(Bell Icon)
Notification Center From the top right corner of the Dashboard screen, you will be able to locate a Bell icon. This Bell icon will display recent unseen Notifications. You can also click on View All Notifications and you will be redirected to the ...
Review Checklist
Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, the Other Checklist, and the Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the ...
Prior Year Summary
Introduction A new feature has been added to view prior year Reports, Queries, Financials, etc. all at one glance as a Summary at the level. Earlier, it was required to go to each job page and check the previous year's details. This newly added ...
Financial Reports
All Financial Reports of the funds will be available here. However, they defer depending upon the software from which you have imported them. Following are the financial reports of the given accounting software: BGL 360 General Ledger Investment ...
Activities
Introduction The Activity section on Fund Dashboard redirects to the Activity Page and displays a list of all the activities performed in that fund. Each activity entry includes the date, time, and name of the person who has performed the activity. ...
Manage Notification
Introduction Manage Notifications is the module from where you can manage your Notification Settings. There are 2 parts of the Preferences module, Notification Preferences, and Change Notification Recipient. From here you can change your Notification ...
Audit Job Reports
This part of the portal is from where you can download either Summarised or Detailed reports of your funds in your account. Following are the columns and button description on this page. At the beginning of this page, Filters are available which can ...
Troubleshooting- BGL360
Introduction Below are the steps to overcome and resolve the errors that you might encounter while Importing a BGL 360 Fund. 1. Error Message: BGL360 returned an authority error, this is due to a change in access or fund ID's Step 1: Check and Update ...
Updating your Company Details in Cloudoffis- Auditomation
Change Request Form To update any of the details listed below, please fill out a Change Request Form 1. Company Name 2. ABN 3. Business name in the accounting software 4. Business code in the accounting software Fill the attached Change Request Form ...