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.


    • Related Articles

    • Completed Audit Job

      Introduction All the completed Audit Jobs/Audit Files are listed here and the details for the jobs in Completed Audit Job are in view-only mode. Once a job is completed, the Audit File for that job is locked and no changes can be made from there. You ...

    • How to Unlock a Completed Audit Job

      Introduction Once an audit job is marked as completed, no further actions can be performed except for generating and downloading the audit file. If you need to perform additional actions, you must unlock the audit job by changing its status from ...

    • Managing Audit Letters & Reports shared by the Auditor

      Introduction Audit Letters and Reports shared by auditors can be accessed in your DMS folder for generation and processing. This guide outlines how to manage and process audit letters and reports, including generating, sharing, and managing Pre-Audit ...

    • Audit Letters and Reports

      Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates ...

    • Audit Job Reports

      Introduction Detailed or summarized reports for the audit jobs created can be downloaded from here. You can also filter the listed jobs by Date Range, Fund Name, Status, Staff Name, Role, and Label to download desired reports. You can also apply the ...