Introduction
Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below. From this page, you can only create jobs for the funds that you have created Internally, i.e., with Auditomation. For jobs
Submitted by Accountant click on the linked article.
Creating Audit Job for Imported Funds
Step 1:- Login to the platform using your credentials.
Step 2:- Click on Audit from the left-hand side quick menu.
Step 3:- From there, click on Manage Funds.
Step 4:- Now, from the appearing list of available clients, click on the Create Audit Job (Brief Case) icon next to the client for whom you would like to create a job.
Step 5:- Add your Audit Job Information and add Asignee to process forward.
Step 6:- Now upload the documents, you can either Drag and Drop the documents or Browse Files from your device. You can also Skip this step.