Michaela Greene
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Articles
Recent activity by Michaela Greene-
Responding to Queries & Uploading Documents Requested By Your Auditor
To access outstanding open queries within a file, the administrator must click on the relevant file name. From there, they can respond to queries or upload the documents requested by the auditor. R...
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Audits In Progress - Queries & Overdue Queries
Once the auditor has completed the process of creating a query and notifying the administrator, the queries and overdue queries will be displayed in their respective counts on the SMSF Dashboard. ...
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Audits In Progress - Accountant To Action
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Filters & Search Functionality On The SMSF Dashboard
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.To view the full list of SMSF clients, users must selec...
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Navigating The SMSF Dashboard - Clients
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Logging into the SMSF Dashboard as an External Firm User
Note: Prerequisites: - Before accessing the SMSF Dashboard, the firm's administrator must set you up as an External Firm User. For guidance on this process, refer to: Creating-External-Firm-Users,O...
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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...