Attaching Documents after Job has Commenced
Attaching Documents after Job has Commenced
To send additional documents to audit, after a job has already been created and sent to the auditor please follow the steps below:
1. Navigate to Audit > Audit Jobs.
2. Select the Assigned Audit Job queue
Identify the fund you will be sending documents for and right-click the 3 dot icon to the right-hand side of the screen. You will then see several options, including to Upload Documents. Click Upload Documents.
3. A pop-out window will appear on the right hand side. This will allow you to drag & drop documents, or to search your file drives. Once attached you have the option to tick the "Notify Auditor" box which will send the auditor an email to advise them additional documents have been uploaded.
Related Articles
Create Audit Job for Class Fund "Internally"
Create Audit Job for Class Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through pages. ...Uploading documents to auditors after a job has been submitted
Overview Prior to the SMSF Sorted 3.0 release, the process of uploading additional documents to the auditor after a job was submitted was reliant on an auditor raising a query to the SMSF Sorted firm, and the extra documentation sent as an attachment ...Creating Audit Job for BGL 360 Fund "Internally"
Creating Audit Job for BGL 360 Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through ...Uploading Documents and Sending them to the Auditor
Uploading Documents and Sending them to the Auditor Documents are transferred from the DMS on your Sorted portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen. Alternatively, Click "DMS" ...Deleting an Audit Job
Deleting an Audit Job There is an option to delete assigned or partially created audit jobs prior to processing, please follow the below steps. Prior to processing is defined by the lead schedule not being imported or uploaded. All jobs in this ...