How To Create A Job

How To Create A Job

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 .

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.

Note
  1. Auto OCR will be selected by default, you can click on the checkbox and unselect the Auto OCR option. 
  2. OCR will be only processed for the required documents. To know more about OCR, click here.




Step 7:- A job will be successfully created and you will now see a message stating Job Created Successfully. You can also click on Audit Job Queue which will redirect you to the Audit Job Queue page from the Audit Jobs module. From there you can Proceed or Edit the created job.


Creating Audit Job for Manually Uploaded Funds

You can follow the same steps given above to create a job, although you have to ensure the points given below:
  1. At the Upload Lead Schedule step, you need to upload both the filled Trial Balance template and the provided Blank GL.
  2. If you mistakenly leave the name field blank in the trial balance (cell B5) or in the GL (cell A1), or if there's an error in the name, you'll receive an error message.
  3. You can ignore this message by choosing Yes; it won't affect the creation of the audit job.
Note:- If there is any error occurring as given in the below image, you will have to re-import the client to process forward with creating a job. 
For further information or assistance, please contact support@cloudoffis.com.au.

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