Submitted by Accountant

Submitted by Accountant

Introduction

All the jobs that have been submitted by the accountants from Sorted will be listed here.

How to View History

Step 1:- To view the history of the job click on the history icon from Audit > Manage Jobs > Submitted By Accountant. Information like Fund Name, Year, Source, Received Date, Firm Name, Resubmitted Date.



Step 2:- As many times a job is resubmitted, the Resubmitted Date and Firm Name will be listed here.


How to Create an Audit Job

You can create a job from the Submitted by Accountant page. Follow the steps given below to create an Audit Job.
Step 1:- Click on Audit > Manage Jobs > Submitted By Accountant.

Step 2:- From the appearing page, click on Create Audit Job icon, you will now be redirected to another page.




Step 3:- From this page, you can add details like Audit Job Information, Upload Documents, and Audit Job Status. 

Note:- If the job with the same ABN exists for the same year, you won’t be able to create a job for that fund, you will receive an error at the bottom right corner of your screen.

Note:- Uploading documents is completely optional.



Step 4:- Once all the details are added, you will now get two options to process forward, Audit Job Queue and Create another Audit Job. 

If you click on Audit Job Queue, you will be redirected to the Audit Job Queue page.

If you click on Create Another Audit Job, you will be redirected to the Submitted by Accountants page.

Note:- This option will only be available for the funds which do not have a job created for them.

How to Download Reports

Note:- This option is only available for the jobs created manually.


You can simply click on Audit > Manage Jobs > Submitted By Accountant and click on the Download button. 




The report will be downloaded thereafter.
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For further information or assistance, please contact at support@cloudoffis.com.au

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