Cloud is a powerful platform that offers auditors a number of collaboration and
job administration tools. It also allows senior team members to get an
overall, ‘helicopter view’ of key information for the engagements they are
responsible for through Cloud views.
number of predefined SMSF Audit views have been set up, however you also have
the ability to setup your own views, and views for both staff and contacts -
this is done by accessing Firm Settings from the Cloud menu:
You will require Firm Admin access to be able to access Firm
Settings. If you do not see Firm Setting on your Cloud menu, please contact
your site Administrator for access.
in Firm Settings, select Customization | Views Management.
you will find of all the views available in your Cloud site. For example, the
views available in our Files page are:
create a new view, click the New button and choose the type of view
you want to create. This will launch the Views Management dialog that
where you can create you view - complete the following steps:
1. Name – The
name of your view
– Internal description for further identification
– Use this option if you want to share your view with staff and/or contacts
4. Columns –
The box on the left (a) contains a list of information that can be
included to a Cloud view. The box on the right (b) shows the information
you have selected for your view. Use the left and right arrow buttons to
include and exclude these column options. You can also sort the order of
the selected columns for your view using the up and down arrow buttons
5. Save – Click
to finish and save your view settings
out in the Views Management dialog, you can now select your view from
the list to Edit, Set as the Default view for your staff,
contacts or both, limit the Availability, or Delete the view.
when you browse to the relevant Cloud page, you will find your new view
available in the Views drop down list.