At top right of the screen, you will see your User Name displayed, a link to the Settings menu, and the Logout link.
Along the top of the graphic display, Mclowd™ provides a set of menu tabs to give you access to all the functions of the software.
The most commonly performed tasks can be accessed from the main Tabs menu, which is available at all times when using Mclowd™.
Using the tabs, you can:
oDisplay a SUMMARY of the status of your account (as shown on the Welcome screen)
oDisplay a comprehensive list of all TRANSACTIONS with extensive detail of each. (This Centralised Transaction Screen is a feature of Mclowd Pro Version and the Practitioner edition)
oDisplay a list of the ASSETS your fund holds and
oADD NEW ASSETS (record purchases of new assets)
oEnter details of ASSET DISPOSALS
oPerform ASSET VALUATION (revalue assets)
oEnter details of CORPORATE ACTIONS (Return of capital; Consolidation Split; Bonus Shares; Scrip for Scrip Rollover and Demergers)
oEnter details of transactions that add to the value of property assets (eg. Buildings, renovations, additions, new fittings and fixtures)
oView LIABILITIES and
oADD NEW JOURNAL ENTRY to record new liabilities, or create a ADD LOAN ACCOUNT to set up a new loan account.
oView details of INCOME and
oADD NEW income
oADD CONTRIBUTIONS (record contributions from or on behalf of members)
oEnter details of a ROLL-IN
oView a list of EXPENSES and
oADD NEW EXPENSE or
oADD NEW PAYMENT (to record pension payments, benefit payments or transfers out)
oView a list of BANK ACCOUNTS with account details and balances, and
oPerform a BANK TRANSFER to move funds from one account to another
oImport BANK DATA via manual import or SDS Data Feeds (While all users can import manually, SDS Feeds are a feature of Mclowd Premium Version)
oAccess a range of REPORTS, including Asset reports, Banking reports, Income reports, Portfolio reports, Tax Reports, and various Others
oPurchase EXTRAS (extra tools and services to help you better manage your Fund) including Data Feeds, Online tax lodgement, Actuarial Certificates, SMSF Establishment, Investment Strategy Reviews, and Education.
oAccess TRANSFER BALANCE ACCOUNT REPORTING (TBAR) tools. (Note that this is a feature of the Mclowd Pro Version Version.)
oAccess the Mclowd™ HELP Centre, where you will find links to the User Manual, Knowledge Base containing answers to common questions and guides to performing certain functions, Help Videos, and a place to submit Feedback.
