SMSF Auditomation Terminology List

SMSF Auditomation Terminology List

Introduction

Here are the terminologies used in our New UI of the SMSF Auditomation Portal. You can refer to the Description & Source of each terminology to understand its meaning and the source to know where it has been derived or extracted from.

TerminologyDescription & Source
Fund NameName of the fund derived from the accounting software (Class, BGL 360, Supermate & Sorted) or can be manually entered for manually imported clients
ABNAustralian Business Number is verified with ABN Lookup, if it doesn't verify/match it is not saved in the system.
Created DateDate when the job is created
Firm NameAccounting firm name or your firm name
Manager RoleStaff whose role is of a Manager. Their access can be selected as per the Roles and Permissions.
Assigned ManagerWhen the staff is assigned as a Manager for a job
PreparerWhen the staff is assigned as a Preparer for a job
AuditorWhen the staff is assigned as an Auditor for a job. Must have ASIC Auditor No.
SourceLogo of the accounting software from where the fund has been imported
StatusStatus of the job where it is currently
Query HeadingHeading of the query that you add while creating a query
From(Query)Name of the staff by whom the query has been created.
To(Query)Name of the staff to whom the query has been assigned.
Follow-up QueryYou can Reply or Resolve the query from here
Trustee TypeIndividual And Corporate Trustees, Members and Individuals, Directors and Members, ASIC Registered Companies and can be helpful for more investments.
Client NameSame as Fund Name
Email IDFrom the accounting software, the Email ID of the fund
PhoneFrom the accounting software, the Email ID of the fund
Business NameName of the Business in the accounting software. Can not be changed.
Imported FromSame as Fund Name
Client ContactSource of the Accounting Software.
ColumnYou can select/ add/ remove columns from the pages as per requirement to have better visibility.
FilterYou can filter the data by the available filters
LabelLabels are a type of hashtags that you can add to a job to make the process of finding a job with specifications easier.
RiskIt shows the risk of a job based on Risk Matrix Algorithm/ Calculation
CompletedIt shows % of a job completed.
Fund CodeA unique code of a fund derived from the accounting software
Show HistoryIt shows history on multiple pages for multiple processes
Notify assigneeThis button sends an email as well as a portal notification to the assignee of the job.
Notify Client ContactThis button will send a portal as well as an email notification to the client contact for the respective activity performed
IQInternal Query
EQExternal Query
ACRAuditor Contravention Report
RoleRole of the staff members
Search barYou can search for a Fund by the Fund Name, ABN, Firm Name etc.
? KnowledgebaseBy clicking on this icon, you will be redirected to the respective knowledge base with all the details in it.
Notification Bell IconThis button if clicked upon displays the notifications of the activities.
Sign RequiredThis column displays if a signature is required or not in the document
Modified OnSame as last updated date
Last Updated DateShows the date when the document or the fund has been updated last.
Template Name(Report Module)Displays the name of the template
Template TypeDisplays template Type

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