Creating Manual Job

Creating Manual Job

Creating Job for Manual Fund

While creating a job for a manually added fund, you will not have an option of Create Job, instead you will see Submit to Auditor option. Here's how you can create job for manually added funds.

Step 1: Click on Clients > Manage Clients.



Step 2: Now click on the three dot icon from the Action column alongside the client name and select Submit to Auditor.



Step 3: Select Financial Year, Client Contact, and Auditor.



Step 4: Upload Trial Balance and document as required and click on Next.



Step 5: Verify details and click on Submit.



Step 6: The job will be successfully submitted to the auditor and will be available under, Clients > Manage Jobs > Submitted to Auditor(s) tab.



This is how submit manually created job to the auditor.

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