Michaela Greene
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Articles
Recent activity by Michaela Greene-
Administrator Statuses
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the Administrator Statuses within the SMSF Dashboard Admini...
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Notifying The Auditor Of Your Query Responses
Location of the Notify ButtonThe Notify button makes it simple for Administrators to let the firm know when they’ve taken action on queries within a fund. You’ll see the Notify button in two places...
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Creating Queries
Once you select your file you will be taken to a screen where you can;1. View items outstanding;2. Upload supporting documents;3. Create Queries;4. Respond to matters;5. Notify the firm once the ac...
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Logging into the Client Portal
1. Set up your Password:When your account is created, you will receive an email containing your login details, as well as a link to set your Password: Click the link in the email to set up your pa...
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Client Queries - Notify Firm
1. When your Firm has created a new Client Query which needs to be actioned you will be able to view it from the client portal. 2. Use the discussion box or supporting documents tab to respond or a...
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Receiving Notifications to your Firm Contact
Creating Your Firm Contact Receiving Notifications to Your Firm Contact Creating Your Firm Contact Rather than receiving an email notification to a specific engagement team member, the firm m...
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Sending Notifications to your client
When you have created a new Client Query you can let your client know queries are available for their response. Scroll to the bottom of the workpaper and select the Notify Client button; When th...
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Adding Client Queries function in existing files
Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;To create a Client Queries folder to access the Por...
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Supporting Documents and Client Queries
Within a Client Query, you can drag and drop supporting documents to upload directly into a specific query. Drag and Drop Drag and Drop Multiple Files at Once Send to WPI Deleting Supporting Docume...
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Creating Client Queries
The Client Queries list can be accessed from;The Review Points tab dropdown menu: 2. Client Queries can be quickly created from;The Review Points tab dropdown menu: Or from within the Client Querie...