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. 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 funds, click on the 3 dots under the Action Menu>> then click on Create Audit Job.




Step 5:- Add your Audit Job Information and add Asignee to process forward.

add-details-and-create-and-next


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.

Notes
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.


browse-files-and-auto-ocr


Step 7:- A job will be successfully created and you will now see a message stating Job Created Successfully. 

job-created-successfully-audit-job-queue

  1. Once the Audit Job is created successfully, you can Process the Audit Job from the Audit Job Queue page.

Quick Video Guide


  1. To create an Audit Job for Manually Uploaded Funds, click here.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.

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