Re-submitting Job to the Auditor

Re-submitting Job to the Auditor

Introduction

Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job.

How to Resubmit a Job

Step 1: Click on Clients Manage Jobs > Submitted to Auditor(s).



Step 2: Search for the relevant fund in the Submitted to Auditor's tab and click on the three dot icon under the action column.
Step 3: Now click on Re-submit to Auditor.



Step 4: A pop-up will appear prompting you to re-import data, click on Re-import Data.



Step 5: The Job will be re-imported and you can now click on Re-submit to resubmit the job to the auditor.



The job will be resubmitted successfully.



    • Related Articles

    • Submitting Job to the Auditor

      Introduction This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a ...
    • Submitting Additional Documents to the Auditor

      Introduction If you have already submitted the job to the auditor but later on you have realised a few documents were missing. Here's how you can submit the additional documents to the auditor after submitting the job. Submitting the Additional ...
    • Importing & Re-importing Lead Schedule

      Introduction Once you have successfully created a job, the next step is to import the lead schedule. You can Import Lead schedule directly from the Created Jobs page or you can also go to Clients > Manage Jobs > Process Job > Import Lead Schedule. ...
    • Understanding Global Dashboard

      Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...
    • SMSF Sorted - Job Type Classification

      SMSF Sorted - Job Type Classification Following release 3.1, the Job-Type field will automatically pre-fill for BGL360, Class and Supermate. Job-Type is either "Year-End" or "Wind-Up" BGL360, Class & Supermate Funds: If a fund has been marked as a ...