Manage Clients
Sharing report templates with SMSF Sorted clients
How to Share Report Templates with SMSF Sorted Clients. To share the Report Templates generated via MS Word with connected firms, follow the steps given below. Note:- Only templates created using the MS Office plugin will be able to be shared to new ...
Changing Software
Changing Software There will be instances when administrators switch software from one audit year to the next, the below video captures the process to override client details with the new software without creating a new client. The scenario in the ...
Recreating SuperMate Client
Recreating SuperMate Client to Incorporate API Integration You may have been directed here from an error within your portal, if that is the case you have arrived at the correct location. Due to our recent API integration with SuperMate, client data ...
Multi Factor Authentication for Cloudoffis Partners
Multi Factor Authentication for Cloudoffis Partners The below demonstrates the separation between the Cloudoffis Multi Factor Authentication (MFA) and our Software Partners (Class, BGL etc). If you require assistance in setting up your Cloudoffis MFA ...
Creating a Client from SuperMate "Internally"
Guide for Creating a Client from SuperMate "Internally" This article will assist you with importing a fund from Supermate directly onto your Cloudoffis audit portal. To review a demonstration on how to create an audit job for SuperMate clients, ...
Creating a Client for Manual Upload
Creating a Client for Manual Upload Creating a client for non cloud based software is a manual process but this does only have to be performed once. Details can be updated at any stage after the client is created from the Managed Clients tab or the ...
Importing Client from Class - Auditomation
Guide for Importing a Client from Class in Auditomation From the Audit drop down menu select "Manage Clients" Click on Import New Client Click on Import New Client located at the top right of screen: Choose Import from Class Select from the pop up ...
Importing Client from BGL 360 - Auditomation
Guide for Importing a Client from BGL 360 in Auditomation From the Audit drop down menu select "Manage Clients" Select Import New Client Choose Import from BGL 360 Enter BGL 360 Credentials Once redirected to API login page, enter the BGL 360 ...