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.

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