Sorted Lite's Enhanced Audit Console Page

Sorted Lite's Enhanced Audit Console Page

Introduction

We have enhanced Sorted Lite's Audit Console page for better accessibility of the functionalities. Now, Generate, View, Download, and Regenerate Workpapers directly from the Audit Console page. The Documents column now allows easier Document Uploads, and the Audit Submitted and Queries columns offer more streamlined audit management.

Workpapers Column:

  1. Now Generate, Regenerate, View and Download Workpapers from the Audit Console page. Click Generate to create the workpaper file.
  2. Once generated, Regenerate replaces the Generate option. Click to regenerate the workpaper file. Click on the View and Download icon to perform respective actions. Click here to know more.

Documents Column:

  1. View the number of documents uploaded.
  2. Click to upload new documents via a slider. Click here to know more.

Audit Submitted Column:

  1. Click No> to initiate the Submit Audit Job, this option is disabled once the submitted. Click here to know more.

Queries Column:

  1. Displays separate counts for Received, Open, and Total Queries.
  2. Click to open a slider to View and Respond to queries. Click here to know more.


Refer Auditomation Pro to your Auditors

You are unable to see status & manage queries because your auditor does not use Cloudoffis software. Invite your auditor to see an obligation-free demo so you can manage all your audit affairs in one place. Let your auditor know how Cloudoffis can help streamline the audit process, improve turnaround time, and give your firm better control.
Step 1: In the Audit Stage and Queries column, hover over the question mark icon.



Step 2: Click on the View Audit Stage and Queries button that appears.



Step 3: A pop-up will appear. Enter your auditor's Name, Email, and Contact Number.
Step 4: Hit the Suggest an Obligation-Free Demo button to set up a free demo for your auditor.



Step 5: You will now recieve a Thank You Note.



This demo will help your auditor understand the functionalities and features of SMSF Auditomation Pro.

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