Deleting a job

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 status will exist in the Audit Job Queue, all jobs that have been processed will move to the My Audit Job Queue.

NOTE: This function can only be performed by Administrator and Company Administrator roles.

Deleting prior to processing

1. Go to the audit job Queue



2. Locate the audit job for deletion and click the trash icon on the right




3. A message will display advising that deletion is irreversible




Deleting after Processing

(Note: Only used in rare circumstances as the paid file has already been deducted)

There is an option for audit jobs to be deleted by users once the audit job is processed (lead schedule imported or uploaded) but once processed a paid audit file is consumed and this is non refundable. 

Select the 3 dot menu to the right of the desired fund and select Delete Audit File


A message will display advising the deletion is irreversible


    • Related Articles

    • Deleting Documents for Accountants

      Deleting Documents Accountants and Administrators using a connected portal cannot delete documents that have been uploaded for audit from their connected audit portal.  Please contact your auditor and request they remove the erroneous document. 
    • 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 ...
    • 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 ...
    • 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 ...
    • 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. ...