Others
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. ...
Reimport Lead Schedule
This option is available in the top right corner of any fund dashboard. Once you click on Re-import Lead Schedule, it will redirect to the Re-import page where you can locate the following column headings and buttons. From this page, you can select ...
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 ...