Receiving a Job from an SMSF Sorted Accounting Connection
Receiving a Job from an SMSF Sorted Accounting Connection
When a job is submitted to your Audit portal from an accountant's SMSF Sorted Accounting portal it will appear in the "Submitted by Accountant" queue.
The "Submitted by Accountant" queue can be found by navigating to Audit > Audit Jobs and clicking "Submitted by Accountant".
The queue will list all jobs received from an SMSF Sorted Accounting portal.
Any new jobs will display the 'Briefcase' icon in the Action Column.
To assign a new job, click the Briefcase icon.
The next screen will open and display the details of the job.
Job details, such as fund name, SMSF ID, Job Type, and financial year are fixed based on what the accountant has entered.
The "Assigned To" field should be "Internal Auditor".
Assign the relevant staff members who will be responsible for the Audit and click "Create and Next"
The job will now be visible in your "Assigned" bucket, and your "Audit Job Queue".
From here, click the "Process" icon in the Action column to import the lead schedule and create the job dashboard. 
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