Processing an Audit Job sent from an external accountant

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• Deleting an Audit Job

  Deleting an Audit Job There is an option to delete assigned or partially created audit jobs prior to processing, please follow the below steps. Prior to processing is defined by the lead schedule not being imported or uploaded. All jobs in this ...

• How to find out the deleted job - Submitted by Accountant?

  If a user deletes a job transferred from an accountant to an auditor then you can find the job in certain ways: 1. Search the Job Name in the search bar under "Submitted by Accountant". or  2. Audit > Audit Jobs > Submitted by Accountant Click on the ...

• Creating Audit Job for BGL 360 Fund "Internally"

  Creating Audit Job for BGL 360 Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through ...

• Why have documents not transferred from the accountant after they sent a job?

  Overview From January 27 2022 with the rollout of the SMSF Sorted Connect portals, the way that accountants transmit documents for a job has changed. Once the documents have been uploaded, there is an extra step to submit the documents. This is ...