Submitting Job to the Auditor

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 disconnected/dissociate auditor.

How to send a job to the Auditor

Step 1: Go to the Fund Dashboard.
Step 2: Click on Submit to Auditor button under Fund Details.



Step 3: Select the Auditor and Client Contact and click on Next.



Step 4: The Data Verification process will be started.



Step 5: Once the data verification has been completed, Click on Submit.



Step 6: The Job will be submitted to the selected auditor and will be available under Clients > Manage Jobs > Submitted to Auditor(s)' tab.



How to cancel Audit Submission.

Step 1: The jobs that have been submitted to the Auditor will be available under Clients > Manage Jobs > Submitted to Auditor(s).



Step 2: Click on the three dot icon under the action column and select Cancel Audit Submission.




Note: The Cancel Audit Submission will be available only if the Auditor has not yet created the Job in his system.
Step 3: Click on Yes from the appearing pop-up to confirm the action.



Step 4: You will receive a confirmation toast message at the bottom of your screen.



Sending a job to a disconnected/dissociate auditor

To send a job to a disconnected auditor, generate and download Sorted file and share it via, email, google drive, and dropbox. The generated Sorted File will be a ZIP file including all the reference worksheets with hyperlinks to open the associated supporting documents that were bookmarked by the accountant. Click here to know more about how to Generate Sorted File.

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