Below will be new in the job stage and status:
: Introducing a new stage and status. This is in purpose to use to keep any job on hold and can be used in managing workflow. The accountant will also be able to see the stage as On Hold in their portal.
- Waiting for Preparer : We have added a new status to know when the job is with the Audit Preparer.
Below statuses will be having the change in terminology, but no change in its functionality:
- Waiting for Response terminology changed to Waiting for Client : when the audit firm is expecting a response or documents from the client.
- Pending Manager's Review
terminology changed to
Waiting for Manager : when the job is with the Manager
- Pending Auditor's Review terminology changed to
Waiting for Auditor : when the job is with Auditor
2) Update from SuperMate Client import
While importing client, selection of the
financial year is a must. It is set as per SuperMate access requirement.