Adding documents from the unsorted folder to the backup audit file.

Introduction

When you're generating an audit file in SMSF Auditomation, documents that are in the Unsorted folder are not automatically included. This is a deliberate design choice to ensure that only documents bookmarked to appropriate audit items are included when the file is sent externally to the audit firm. However, if you want to generate an audit file for backup purposes and include those additional documents, you can follow these steps:

Moving Documents from the Unsorted Folder:

You can only take this action for jobs that are not yet completed. If a job has been marked as completed, you must change its status to one of the other available options to proceed. Once a job is marked as completed, it becomes locked, and no further actions can be performed on it until you change its status to something else.

Step 1: Click open the job from Audit > Manage Jobs > My Audit Job.

Step 2: Inside the job, locate and click on the Documents button.

Step 3: Now click on the Unsorted folder from the left that you want to include in the backup.

Step 4: Click on the checkbox next to documents.

Step 5: Click and drag the highlighted documents to the Other Documents folder.

Step 6: After releasing the mouse, the documents will be moved from the Unsorted folder to the Other Documents folder.

Generating the Backup

Step 1: Return to the Job Dashboard.

Step 2: Click the Generate File button.

Step 3: For backup purposes, it's recommended to leave all the options checked available in the slider and hit Generate.

Step 4: The system will start creating the backup file, and a message will be displayed indicating the progress.

Step 5: The file creation process usually takes less than 2 minutes but for jobs with a large number of supporting documents, it might take a bit longer.

Step 6: Once the file is ready, you'll see a Download File button. Click it to Download the backup file to your computer.

You can change the job status to Completed and close the job. From the job dashboard just click on Change Status and then confirm by clicking Yes on the warning screen that appears.

This backup can be useful for archiving purposes or to maintain a complete record of the audit process.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

• Related Articles

• Completed Audit Job

  Introduction All the completed Audit Jobs/Audit Files are listed here and the details for the jobs in Completed Audit Job are in view-only mode. Once a job is completed, the Audit File for that job is locked and no changes can be made from there. You ...

• How to Unlock a Completed Audit Job

  Introduction Once an audit job is marked as completed, no further actions can be performed except for generating and downloading the audit file. If you need to perform additional actions, you must unlock the audit job by changing its status from ...

• Manage Firms

  Introduction The Billing module in the Auditomation enables auditors to efficiently manage invoices, practices, and billing for their clients. It provides tools for firm management, invoice generation, and seamless integration with Xero for ...

• My Audit Job

  Introduction Audit Jobs that have been processed and assigned to you will be listed here. Once the job has been processed and assigned and moved to My Audit Jobs from Audit Job Queue, your license for the job will be consumed. Following are the ...

• Auditomation Basic portal

  Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...