Ordered Documents

Ordered Documents

Introduction 

The Ordered Documents page allows you to view a list of all the documents requested by you or your team members. This page provides various details to help you keep track of document requests, such as the type of document, the associated audit job, and order specifics. Below is a breakdown of the information available on this page.

Ordered Documents Page

Document Name:

  1. If you or any staff member has ordered a Title Search for any fund, it will display as "Title" along with a unique number under this column.
  2. If an ASIC extract has been ordered, it will display as "ASIC" followed by a unique number under this column.

Audit Job File:

  1. This column shows the audit job file along with the year associated with each ordered document. This helps in identifying which audit job the document belongs to.

Ordered By:

  1. The name of the staff member who placed the order for the document is displayed here. This allows you to easily track who requested each document.

Order Date & Time:

  1. This field displays the exact date and time when each document was ordered. It helps in tracking and organizing document requests chronologically.

Price (incl. GST):

  1. The total cost of each document is shown here, including GST. This provides transparency in pricing for each ordered document.

Status:

  1. This column displays the current status of the ordered document, allowing you to monitor whether a document has been processed, is pending, or is available for download.
This page helps you efficiently manage and monitor your document orders, making it easier to keep track of requested Title Searches and ASIC Extracts, along with associated audit details.


    • Related Articles

    • How to use Custom Folder for Permanent Documents

      Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...

    • Process

      Introduction The Process is categorized into Assets, Liabilities, Member Entitlements, Income, Expenses, and Review Checklist. All these headings are subdivided into Buckets and they are further divided into Line Items. All of the buckets have their ...

    • Plan

      Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists: ...

    • My Audit Job

      Introduction Audit Jobs that have been processed and assigned to you will be listed here. Once the job has been processed and assigned and moved to My Audit Jobs from Audit Job Queue, your license for the job will be consumed. Following are the ...

    • DMS

      Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...