Creating an Audit Job for SuperMate "Internally"

Creating an Audit Job for SuperMate "Internally"

Creating an Audit Job for SuperMate "Internally"

For instructions to create a client for SuperMate please review these instructions.

Select Manage Clients

Select from the Audit Menu.

Select Create Audit Job

Click the blue Create Audit Job button to the right of the fund you wish to create audit job for.

Audit Job Information

Complete all fields as per below.

Client name

Auto populated from client details 

SMSF ID

Auto populated from client details

Job Type

Select Year End or Wind Up from the drop down menu (Default is Year End)

Financial year

Select the financial year for the audit job you are performing (Default is current FY).

Account Software - (Will not appear for the 1st audit)

This is an option to select a new software if your accountant has changed since the last audit, will only appear after the 1st audit.

Assigned to

Select Internal Auditor and then assign to the appropriate team members


  • Auditor 
User who will sign off on the audit (must have registered ASIC Auditor No. saved on profile).
  • Accountant 
Initial reviewer user (do not confuse with external Accountant/Administrator this is a user level).
  • Manager
User who will review the accountant users bookmarks, notes etc.

NOTE: If your workflow only involves one reviewer before sending to the auditor simply assign both roles to same user, if the auditor is performing all roles simply assign auditor to each role.

Select Create and Next

Click the green Create and next button in the bottom left of screen to continue.

Upload Documents

Once selected you will be presented with an option to Add Files (click to browse and go to the file on your hard drive or simply drag and drop files from your hard drive). Once selected or dragged you will be presented with a status bar indicating the status of completion. Upon completion you will then be advised if any documents failed to upload. 
Files that are not digitally searchable will have a blue box appear titled "Process OCR", click this box to apply our OCR technology and make these files searchable.


There is an option to skip document upload if you would prefer to do this later.

Select Next

Click the green next button in the bottom left of screen to continue.

Audit Job Status

Once complete you will receive a summary of the audit job created with the below options;
  • Audit Job Queue
Navigates to the Audit Job Queue
  • Create another Audit Job
Navigates to the Manage Clients Page
  • Import Lead Schedule
Refer to next instruction;

Select Import Lead Schedule

Once this has been imported you will be taken to the Job Dashboard page and provided with a confirmation the lead schedule has been successfully imported.

Audit Job Status Bar 

The Audit Job Status begins at In progress, you can manually change the status throughout the audit job and your user details will be captured with a time stamp.

To review a list of buckets for mapping please click here

Audit Job is now created and Audit Job Dashboard will open, the audit process is now ready to begin.



For instructions to create a client for SuperMate please review these instructions.

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