Recent Action's - Auditor

The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, follow these steps: Accessing The SMSF Dashboard - Auditor

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

Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.

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

This feature enables auditors to quickly access a file associated with a specific recent action by selecting it from the preview screen. Upon selection, auditors will be seamlessly redirected to the MyWorkpapers platform, landing on the Work Paper Index of the referenced file within the Recent Actions section.

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, auditors can click on a column heading to sort the actions in either ascending (Oldest to Newest) or descending (Newest to Oldest) order.