Changing Audit Job Status

Changing Audit Job Status

Changing Audit Job Status

The Audit Job Status can be updated from the Fund Dashboard.  You can update the status using the Audit Job Status Bar or the Change Status icon from Fund Dashboard. 

Other options available from the quick box in the job or from My Audit Job.


Option 1 - from Fund Dashboard

Select Change Status from the fund dashboard (top middle of page)



The status menu will then pop up and you can select the appropriate status (eg Completed). For more details on Statuses, please click here. 




Option 2 - from Audit Job Status Bar

On all pages within an audit job there is an active Audit Status Bar available (top right of page).


Once you select any status by clicking the appropriate dot (the status will display when you hover your icon over the dot), the Status menu will display as per above (within Option 1) and you can select the appropriate status (eg Completed)


Option 3 - Changing Audit Job Status from Quick Box

From the quick box at the top > option to change Status.





Option 4 - from My Audit Job

Go to Audit Jobs from Audit menu > My Audit Job queue > 3 dot menu against the job > Change Status option.





    • Related Articles

    • Unlocking a Completed Audit Job

      Unlocking a Completed Audit Job Once an Audit Jobs status has been changed to Completed, this is not finite. The Audit Job can be unlocked and sent back to the My Audit Job queue at any stage (up to 7 years). Note: This option can be performed by the ...

    • Generating and Downloading Audit Files

      Generating Audit Files At any stage of your audit, you have the opportunity to generate an Audit File.  Generally, this file is generated once an audit is completed.  The file can be generated before or after the audit job is changed to the completed ...

    • Job Stages and Status in Auditomation

      Job Stages and Status Audit Firm updates the status for the work flow and to know the statuses of the job at present. The accountants can view the stage the job is in from their SMSF Sorted portal. The status can updated from My Audit Job list, Fund ...

    • 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 ...

    • 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. ...