Setting up auditor and fund details
We recommend that you use the training mode to practice using eSAT and learn about its features.
Before you start work using eSAT, set up the auditor and fund details.
Entering auditor details
Set up auditor details for later inclusion of this information in reports. Select 'Auditors' from the menu and enter details of each auditor who will be using eSAT.
These details can be updated at any time, but changing an auditor's details won't update any reports that are already lodged with us.
Entering fund details
To help manage client records, set up details for each fund that you audit annually. Select Funds from the menu and enter details for each fund. You can add new funds at any time. You can remove a fund only if it is not associated with a job.
You can update these details at any time, but changing a fund's details won't update any ACRs that you have already lodged with us.
eSAT permits you to import a list of clients from a comma separated value (CSV) file. You can create CSV files in Microsoft Excel or an equivalent open source program. The data must be in the first two columns and there must not be any column headings. The first column must contain the name of the fund. The second column must contain the fund's Australian business number (ABN).
Use the free text field to add details about the fund – for example:
- trustee name
- phone number.
This information is not included in reports you send to us.
The 'save' function is available throughout eSAT. You can save your work as you progress. If you have changed the details for a fund or job and have not saved them, you will be asked if want to save your changes before exiting.
The auto-save function (set at five minute intervals) can be enabled or disabled at the Preferences screen.
Last modified: 25 Jul 2016QC 21192