Assignment Planning

Once the client's preferences are duly set, proceed to plan the first assignment for the client. 

Click the My Clients tab from the left scrollbar. The following screen will pop up.

To plan an annual audit assignment, select the assignment type as Annual Audit and proceed to select the other fields such as period, maker, checker, and EQCR. Also select a target date for completion of the current assignment.

While selecting the period, take care to ensure that the earliest period for which the data is to be imported is selected. It may be noted that data import has to take place only prospectively and not in the reverse order. i.e, you need to complete 2022-23 before importing 2023-24, and you cannot go in the reverse order. 

Once done, click SAVE and the created assignment will now be available under 'Assigned to Me' tab as you are the maker of the Assignment.