Creating Audit Job for BGL 360 Fund "Internally"

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 pages. There is also a search option available.

Audit Job Information

Complete all fields as per below.

Client name

Auto populated from client details

SMSF ID

Auto populated from client details

Job Type

Select Year End or Wind Up from the drop down menu

Financial year

Select the financial year for the audit job you are performing

Account Software - Will not appear for the 1st audit

This is an option to select a new software if your accountant has changed since the last audit, will only appear after the 1st audit.

Assigned to

2 options;
  • Internal Auditor - Select if you are from the auditing firm importing audit job and then assign an auditor, Accountant and Manager.
  • External Auditor - Only select if you are from the accounting firm exporting audit job and then assign to the appropriate firm (Belongs To) and and administrator from your firm for any queries that may be raised.

Select Create and Next

Click the green Create and next button in the bottom left of screen to continue.

Upload Documents

Once selected you will be presented with an option to Add Files (click to browse to go to file on your hard drive or simply drag and drop files from your hard drive). Once selected or dragged you will be presented with a status bar indicating the status of completion. Upon completion you will then be advised if any documents failed to upload. 
There is an option to skip document upload if you would prefer to do this later.

Select Next

Click the green next button in the bottom left of screen to continue.

Audit Job Status

You will then be presented with the Audit Job Status page with a summary of the job you have just created. this will confirm the Audit Job;
  • Fund Name
  • Type
  • Financial Year
  • Who the Audit Job has been assigned to

Select Import Lead Schedule

Once this has been imported you will be taken to the Job Dashboard page and provided with a confirmation the lead schedule has been successfully imported.

Audit Job Status Bar 

The Audit Job Status begins at In progress, you can manually change the status throughout the audit job and your user details will be captured with a time stamp.



Video Tutorial



    • 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. ...

    • BGL Authority error when creating a job

      Overview This article will cover the process to rectify the problem where users experience an error message when creating a job in Auditomation. The message received is "BGL returned an Authority Error" Step 1: Try importing the Client from Manage ...

    • Importing Client from BGL 360 - Auditomation

      Guide for Importing a Client from BGL 360 in Auditomation From the Audit drop down menu select "Manage Clients"  Select Import New Client Choose Import from BGL 360 Enter BGL 360 Credentials Once redirected to API login page, enter the BGL 360 ...

    • Creating a Job

      Creating a Job Once you have imported your funds from BGL360 or Class you can create a Job to prepare and finalize the accounts. If you require assistance importing your funds, please refer to either: - Importing a fund from BGL360; or - Importing a ...

    • Re-import the Lead Schedule - Sorted

      Introduction Here's how you can Re-import Lead Schedule for a Job. How to Re-import Lead Schedule Step 1: Click on the Fund Dashboard, and select the you want to re-import the lead schedule. Step 2: Click on the Re-import Lead Schedule button. Step ...