Generating & Downloading Audit Files

Generating & Downloading Audit Files

Introduction

To Generate and Download Audit File, follow the steps mentioned below

Generate Audit File

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and click on the relevant Fund Name.
Step 2: This will redirect you to the fund dashboard. From the Fund Dashboard, click on Generate icon.



Step 3: Select the details you would like to include, all of them will be selected by default. Once selected, click on Generate.
 

Step 4: The audit file generation process will start and you will be able to view the progress on your screen. However, you have an option to close and continue.


Step 5: Once generated, you will have an option to download the Audit Workpaper File. Clicking on it will download the workpaper file in your local drive. You can open and it will include all the information selected.


To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.


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