Removed Obsolete Features: A few attributes have been removed from the platform which were specifically designed for and used by accountants.

1. The accountants have been now migrated to “Sorted Basic”, these features are of no use and hence they have been removed from the “Auditomation” platform.     
   

1. This action won’t bother any of the Auditomation users, all of the required features are still there and just the useless ones have been removed. Moreover, it will help to work with better efficiency and less confusion.
   

Terminology Updates

We have updated a few terminologies of the platform with keeping their technical meaning and usage in mind.

We have changed “Fund Administrator” to “Client Contact” in the following places:

1. In the “Audit Job Queue” from “Audit Job”.

2. In the “Relationship” from “Job Dashboard”.

3. In the “Recent Activities” from “Dashboard” and “Job Dashboard”.

Other Important Updates

1. While changing the status of a job, instead of a “Not Started”, we will be bringing “Received” status from the “Submitted By Accountants” status list. The change will take place in the “Status screen”, and “Recent Activities”. 
   

2. The Client Contact (Earlier Fund Administrator) column and its filter have been added in Submitted by Accountant so that the auditor can contact the accountant before creating the job.
3. Received Date was changing when the job was resubmitted but it should not change. It has been resolved and now, it will be added to the activity in the history & recent activities as Resubmitted Date instead.
4. If in the Roles and Permission module, Manage Jobs is not defined/ selected for Audit Preparer, Manager, and Auditor then, they will not have access to jobs in the Submitted By Accountants module anymore. They will only be able to view the clients of Sorted if the job for that client has been assigned to them. 
   
5. While raising an external query from Auditomation portal, we have added the Client Contact which was not visible earlier along with the Fund Administrator.
   
6. Now, you will also be able to see who has responded to your query. This update will also be added to Portal and Email Notification.

What has been removed?

1. The Client tab will be removed from the Connect module, it was in use for connecting with accountants having Auditomation portal access.

2. The “Settings” option from the top right taskbar of the “Dashboard” has been removed which was specifically for filtering “Assigned Audit Jobs” and “My Audit Jobs”.

3. The “Assigned Audit Jobs” under “Jobs By Status” and “Jobs In Progress” has been removed from the “Dashboard”. The “Assigned Audit Jobs” page has been removed. 

4. “Assigned Audit Job” from the “Audit Jobs” page has been removed.

5. The “All External Queries” option and the page have been removed from the “Audit” menu in the top taskbar.

6. The “Auditors Templates” functionality and page have been removed from the “Admin” menu of the taskbar.

7. The “Mark As Private” and “Mark As Public” option has been removed from the “DMS” page of the platform. It was in use for jobs received from the accountants having Auditomation portal access.

8. In “Audit Job Queue”, the “Status” filter will be removed. As only assigned job will be displayed in that list.

9. While creating an “Internal Job” or creating a job via the “Submitted By Accountants” tab, the “Assigned To” option, where, you can select from “Internal Job” or “External Job” will be removed and replaced by the option where you can directly assign  “Auditor”, “Preparer” and “Manager” from there itself.