Observation Tools

Observation Tools

Observation Tools


A brief example of how you might use our provided tools for the Cloudoffis Observations.

Cloudoffis has no less than 11 observations and dependent on software these are fully automated or require a quick upload of a report for instant results.


Available from the Audit Menu


 

OR

Available from the Fund Dashboard








Demonstration

The following video will demonstrate examples on how you might use our tools



    • Related Articles

    • PDF Viewer & Tools

      PDF Viewer & Tools Release 3.2 included a new PDF viewer with enhanced tools and additional functionality. The new viewer was a culmination of client feedback and a collaborative development team. Please keep the feedback coming! We are further ...
    • Release 4.2

      Release 4.2 Release 4.2 has some significant enhancements as well as fixes, these enhancements are a culmination of feedback and innovation and will add further efficiencies. Enhancements BGL 360 Contribution Breakdown API This additional API removes ...
    • Release 4.12

      Release 4.12 Release 4.12 is packed with user interface enhancements, speed of navigation improvements, and updates to some of our observations. Enhancements Review Checklist split into 3 sections (SIS Checklist, Other Checklist & Audit Program ...
    • SMSF Sorted 2020 Release Summary

      SMSF Sorted 2020 Release Summary As it was with Auditomation all of those years ago, following the initial release most release updates contain more tweaks/fixes than substantial enhancements. With this said, below is a summary of our initial ...
    • Adding/Updating Header & Footer in Report Templates

      Adding/Updating Header & Footer in Report Templates Double click on the header/footer part to insert the logo or content: Add the header/footer you wish to add in the template: You can copy and paste any image or you can click on Insert menu > click ...