Prior Year Summaries in Auditomation

Prior Year Summaries in Auditomation

A new feature has been added to view prior year Reports, Queries, Financials, etc. all at one glance as a Summary at fund-level. 

Earlier, it was required to go to each job page and check the previous year's details. This newly added feature will save you time, and effort and will provide you with a seamless workflow.

How to View Prior Year Summary

While on the Fund Dashboard, click on Prior Year Summaries from the left-hand menu. Summaries for the prior year(s) will then be displayed, you can view the summary for the past 3 years. 


Below is the information that you will be able to see as the prior year’s summary:-

  • Risk Matrix

  • Status

  • Notes From  Last Year

  • Financial Snapshot

  • No. of Review Points

  • No. of Queries 

  • Generated and Received Audit Letters & Reports


All the clickable information that is available as a summary will redirect you to the respective page’s exact location.


If no prior year jobs are available for the same fund, then the prior year summary will be empty/null and it will display Prior year’s job does not exist.


Also, all the pre and post-audit reports in the prior year with the view icon will be visible.

Note to Next Year

You can also add a note for next year while changing the job status to Completed which will be visible in the prior year summary of the next year.


How to add a Note

Head over to the Fund Dashboard, while changing the Job Status to Completed, you’ll get a pop-up screen with a text box where you can add the Notes for next year. Once added the required, click on Change Status. 


Note:- You can leave the text box empty if there are no notes. By clicking on the Notes icon, you can view the added message in a pop-up screen.


The activity of adding a note by a staff member in any job will be displayed in Recent Activity.



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