Auditor

In this page, you will find content on how to use the platform. You may scroll the page from top downwards for a complete process flow. For specific actions, you may click the links below.

Audit Firm Admin

Module 1: Audit Firm Activation

Module 2: Company Key Setup

Module 3: User Creation/Maintenance

Module 4: Test Company Key

Module 5: User Profile

Module 6: Adding Team Member

Audit Firm Users

Module 1: Company Key Setup

Module 2: Request Submission

Module 3: Adding Team Member

Module 4: Reports

Module 5: User Profile

Audit Firm Finance Manager

Module 1: Company Key Setup

Module 2: Finance

Module 3: User Profile

Refer to this attachment for summary of banks:
Summary of Banks

Audit Firm Admin

Module 1: Audit Firm Activation

1. Audit firm activation

2. User activation

3. Login

Module 2: Company Key Setup

1. Generate company key

2. Add company key to user

Module 3: User Creation/Maintenance

Add and invite users

Module 4: Test Company Key

Module 5: User Profile

Edit user profile

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Login

Module 6: Adding Team Member

Auditor Admin to add team member in a request submission

Audit Firm Users

Module 1: Company Key Setup

Module 2: Request Submission

1. Auditor Executive to create client

2. Auditor Executive to create request submission

Confirm Request Submission

1. Auditor Manager to approve request submission

2. Auditor Executive confirmed request view

Disapprove Request Submission

1. Auditor Manager to disapprove request submission

2. Auditor Executive disapproved request view

Rejected Request

Auditor Executive rejected request view

Reconfirmation Request Submission

Reconfirmation request submission

Make Payment

Make Payment

View Payment Collection Requirement

 

Module 3: Adding Team Member

1. Auditor Executive dashboard view before team member is added

2. Auditor Executive Partner to add team member

3. Auditor Executive dashboard view after team member is added

Module 4: Reports

1. Transaction Report

2. Summary Report

Module 5: User Profile

Edit user profile

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Login

 

Audit Firm Finance Manager

Module 1: Company Key Setup

Module 2: Finance

1. Download/print invoice

2. Download itemised statement

3. Make Payment

Module 3: User Profile

Edit user profile

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Setup

2-Factor Google Authenticator Login

 

Register Now