About Lesson
In this lesson, we guide you on how to create
- administrative letter (admin level)
- confirmation letter (company level)
Administrative letter
- Navigate to menu Audit letter>Administrative and others>Audit due date reminders.
- Enter the following form information.
Date of letter: 2023-01-04
The Company’s accounting period ending on: Dec 2022
Set audit statutory deadlines: 2023-06-30
Set number of allowed days before audit deadlines: 15 days
Our audit deadlines for clients to hand over records: 2023-03-31
Reminder Letter: First
- Click on Select Button.
- Tick the checkbox for those companies that required to create due date reminder letter, then click Create Letter.
- To view the create letter in batch, click on the letter icon at the bottom of the page.
- Click on the Print button after selecting the company checkbox.
- Now you can print out the letter as PDF/hard-copy.
Confirmation letter
- Navigate to menu Audit letter>Confirmation letter>Cash certificates.
- Click on the highlighted icon at the image below to fetch cash amount from trial balance.
- Click on Create Letter button.