Using Comments and its features

Introduction

With this release, you have the ability to add multiple comments to keep a track on the conversation and to keep the key observation for the financials intact.

How to Add multiple Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard.

Step 2: From the Fund Dashboard, click on Process and select Assets.

Step 3: Click on the Comment icon alongside the line item.

Step 4: Now on the appearing text box, add your comment and click on Save.

Note: You can Add as many as 10 comments to a single line item.

Step 5: the comments will be saved and the number of comments added will be displayed on the comment icon.

How to Edit Existing Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard.

Step 2: From the Fund Dashboard, click on Process and select Assets.

Step 3: Click on the Comment Icon alongside the Line item.

Step 4: Now click on the Edit icon alongside the added comment.

Step 5: Make changes and edit the comment. Once done, click on Save.

Step 6: The changes made will be saved as done.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.