Audits In Progress - Recent Action's

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, Audits In Progress and Audits Completed

The Audits In Progress section of the dashboard contains the following key component:

Recent Action's

Within the' Audits in Progress' section of the SMSF Dashboard, you will find the 'Recent Actions' panel.

This feature allows you to quickly access the most detailed view of a file associated with a specific recent action by selecting it from the preview screen.

Additionally, the Recent Actions heading is interactive. Clicking on it will direct you to a dedicated page displaying a comprehensive list of all recent actions, along with their respective action dates.

Note: The Recent Actions display does not include filter options. However, administrators can click on a column heading to sort the actions in either ascending (Oldest to Newest) or descending (Newest to Oldest) order.