How to Resubmit a Job to Audit?

How to Resubmit a Job to Audit?

How to Resubmit a Job to Audit?


If your auditor has requested you re-submit a job to Audit, in order to re-submit the job, please complete the following steps. 

1 - Navigate to Clients > Manage Jobs.

2 - Locate the relevant fund in the Submitted to Auditor Queue. 

3 - Click the Action icon on the right-hand side and select "Re-Submit to Auditor". 


4 - A pop-out will appear, asking you to "Re-Import Data".  Click this. 


NOTE - At this point, you may receive a Red Error requesting you to "Re-Authorise" the fund before Re-Importing the data.  If this occurs please re-authorise the fund by completing steps A to E below: 
A - Navigate to Client > Manage Client. 
B - Locate the relevant fund in the Manage Client list.  A green "Re-Authorise" button will be visible. Please click this.  
C - A screen will open, prompting to login to the relevant Accounting software (Class, BGL360 or Supermate) and Authorise the connection to SMSF Sorted. 
        D - After the fund is re-authorised you will automatically return to the Manage Client screen. 
        E - Return to the "Submitted to Auditor" queue - Client > Manage Jobs.  And again click "Re-Submit to Auditor" from the Action column. And again click "Re-Import Data" from the pop-out. 


5 - The data will re-import and you will receive a confirmation that this has been imported successfully.  You can then click "Re-Submit".



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