Audit Console

Audit Console

Introduction

  1. Using the Audit Console page, Class users can efficiently view all the funds managed by them in Class and easily track the documents uploaded, workpapers prepared, funds submitted for audit with different audit stages, open queries, etc. 
  2. The page gives various insights to the managers and helps them plan their actions accordingly.
  3. The options to switch Class businesses & and financial year, search funds, access DMS, etc. add value to the Audit Console page which ultimately helps Class users in time savings, achieving efficiencies and quicker turnarounds.

Accessing the Audit Console Page

Once you've successfully activated Sorted Lite for a business in Class, follow these steps to access the Audit Console page:
Step 1: Click on the Grid icon located in the top left corner of Class Super. 
Step 2: Click on the Cloudoffis icon.



You will be redirected to the Audit Console page, where you can manage various aspects of your funds and audits.

Columns of Audit Console Page

The Audit Console page has below columns with brief information about them:

  1. The Audit Console page features the following columns:

    • Fund Name: Displays the names of funds in Class.
    • Fund Code: Displays the fund codes of funds in Class.
    • ABN: Displays the ABNs of funds in Class.
    • Workpapers: Generate, Regenerate, view, and download workpapers.
    • Documents: Displays the number of documents uploaded for each fund. Click to upload new documents.
    • Audit Submitted: Indicates if the fund has been submitted for audit (Yes or No). Click No to submit the job to the auditor.
    • Submitted Date: Displays the submission date for the audit (if any).
    • Audit Stage: Shows the current audit stage for each fund, applicable if the fund is submitted to an auditor using Cloudoffis Auditomation.
    • Queries: Displays and allows responses to the number of open/total queries for each fund, if submitted to an auditor using Cloudoffis Auditomation.
    • Auditor: Displays the name of the auditor to whom the fund is submitted.
    • Action: Click the 3-dot action menu to perform actions such as submitting/resubmitting funds for audit, viewing DMS, and uploading additional documents.


Dropdowns on the Audit Console Page

You will also find several buttons on this page to help you manage your funds effectively:
  1. Business: If you manage multiple businesses, use this button to select an alternative business from the dropdown list. The page's details will be refreshed for the business selected from the menu.



  1. Financial Year: You can select different years from the dropdown and the list of funds in the Audit Console page will refresh as per the selected year.




Various Options for Audit Console Page

  1. To be Submitted: This option filters funds that are yet to be submitted for audit.
  2. Submitted To Auditor: This option filters funds that are already submitted for audit.
  3. Open Queries: This option filters funds that have pending queries raised by the Coudoffis auditor. FYI, the queries will only be available if the funds are submitted to the auditors using Cloudoffis Auditomation.
  4. Global Search: This option allows you to search for a specific fund using different parameters- Fund Name, Fund Code & ABN, Auditor, etc.
  5. No. of Total Funds: Displays the total number of funds available on the page.
  6. Refresh: Click to refresh the page and reload the data as required.




Quick Links Available on the Audit Console Page

From the Audit Console page, you can access various pages and modules:
  1. Manage Auditor: Redirects you to the Manage Auditor's page, where you can connect with an auditor.
  2. DMS: Redirects you to the business-level DMS page of all funds where you can navigate the DMS of different funds and their DMS easily.
  3. Help: Redirects you to Cloudoffis Knowledge Base for additional assistance and information.



With these features and functionalities, you can efficiently manage your funds and audits within SMSF Sorted Lite.
Note: Each feature and section of this page is explained in other KB articles


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